Number of Shares
354,701.00
Current Holdings Value*
$158.09 Mil
% of Portfolio
14.87%
Total Estimate Gain
$183.04 Mil
% of Total Estimate Gain
11.16%

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

As of 2023-06-30, First Command Financial Services, Inc. held 354,701.00 shares of iShares Core S&P 500 ETF(IVV), totaling $158.09 Mil. This investment constitutes 14.87% of their stock portfolio, and First Command Financial Services, Inc. now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then First Command Financial Services, Inc. has made 18 purchases of IVV, at an average price of $281.24, for a total of 5.83 Mil shares. In addition, there have been 2 sales at an average price of $292.46 for 5.48 Mil shares. Based on historical transaction data and IVV's current price of $623.83, First Command Financial Services, Inc.'s estimated gain on his IVV holdings is $183.04 Mil, reflecting a 11.16% gain to date.

First Command Financial Services, Inc. IVV ($623.83) Holding Chart

First Command Financial Services, Inc. IVV ($623.83) 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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