Harbor Group, Inc. IVV Holdings History

Number of Shares
29,562.00
Current Holdings Value*
$18.36 Mil
% of Portfolio
3.25%
Total Estimate Gain
$6.36 Mil
% of Total Estimate Gain
51.19%

Harbor Group, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Harbor Group, Inc. held 29,562.00 shares of iShares Core S&P 500 ETF(IVV), totaling $18.36 Mil. This investment constitutes 3.25% of their stock portfolio, and Harbor Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then Harbor Group, Inc. has made 16 purchases of IVV, at an average price of $415.83, for a total of 29,867.00 shares. In addition, there have been 2 sales at an average price of $439.56 for 305.00 shares. Based on historical transaction data and IVV's current price of $630.67, Harbor Group, Inc.'s estimated gain on his IVV holdings is $6.36 Mil, reflecting a 51.19% gain to date.

Harbor Group, Inc. IVV ($630.67) Holding Chart

Harbor Group, Inc. IVV ($630.67) 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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