Number of Shares
33,430.00
Current Holdings Value*
$20.76 Mil
% of Portfolio
30.31%
Total Estimate Gain
$7.96 Mil
% of Total Estimate Gain
37.54%

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

As of 2025-06-30, Holland Advisory Services, Inc. held 33,430.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.76 Mil. This investment constitutes 30.31% of their stock portfolio, and Holland Advisory Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Holland Advisory Services, Inc. has made 5 purchases of IVV, at an average price of $421.36, for a total of 50,330.00 shares. In addition, there have been 9 sales at an average price of $478.36 for 16,900.00 shares. Based on historical transaction data and IVV's current price of $630.67, Holland Advisory Services, Inc.'s estimated gain on his IVV holdings is $7.96 Mil, reflecting a 37.54% gain to date.

Holland Advisory Services, Inc. IVV ($630.67) Holding Chart

Holland Advisory Services, 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 %

Top Ranked Articles

  • 1