Number of Shares
9.94 Mil
Current Holdings Value*
$5.59 Bil
% of Portfolio
53.54%
Total Estimate Gain
$2.83 Bil
% of Total Estimate Gain
49.62%

First Command Advisory Services, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, First Command Advisory Services, Inc. held 9.94 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $5.59 Bil. This investment constitutes 53.54% of their stock portfolio, and First Command Advisory Services, Inc. now holds 1% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then First Command Advisory Services, Inc. has made 18 purchases of IVV, at an average price of $332.92, for a total of 17.16 Mil shares. In addition, there have been 10 sales at an average price of $317.95 for 7.22 Mil shares. Based on historical transaction data and IVV's current price of $628.85, First Command Advisory Services, Inc.'s estimated gain on his IVV holdings is $2.83 Bil, reflecting a 49.62% gain to date.

First Command Advisory Services, Inc. IVV ($628.85) Holding Chart

First Command Advisory Services, Inc. IVV ($628.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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