Number of Shares
37,409.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
1.68%
Total Estimate Gain
$19.45 Mil
% of Total Estimate Gain
54.35%

First Pacific Financial's iShares S&P 100 ETF Holding Summary

As of 2025-06-30, First Pacific Financial held 37,409.00 shares of iShares S&P 100 ETF(OEF), totaling $11.39 Mil. This investment constitutes 1.68% of their stock portfolio, and First Pacific Financial now holds 0.06% of the outstanding iShares S&P 100 ETF(OEF) stock.

The initial trade took place in 2020Q3. And since then First Pacific Financial has made 4 purchases of OEF, at an average price of $155.25, for a total of 230,469.00 shares. In addition, there have been 15 sales at an average price of $226.07 for 193,060.00 shares. Based on historical transaction data and OEF's current price of $309.56, First Pacific Financial's estimated gain on his OEF holdings is $19.45 Mil, reflecting a 54.35% gain to date.

First Pacific Financial OEF ($309.56) Holding Chart

First Pacific Financial OEF ($309.56) 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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