Number of Shares
6,038.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
3.08%
Total Estimate Gain
$757,144.31
% of Total Estimate Gain
24.88%

InTrack Investment Management Inc's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, InTrack Investment Management Inc held 6,038.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.39 Mil. This investment constitutes 3.08% of their stock portfolio, and InTrack Investment Management Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q2. And since then InTrack Investment Management Inc has made 7 purchases of IVV, at an average price of $501.59, for a total of 6,067.00 shares. In addition, there have been 1 sales at an average price of $447.60 for 29.00 shares. Based on historical transaction data and IVV's current price of $627.25, InTrack Investment Management Inc's estimated gain on his IVV holdings is $757,144.31, reflecting a 24.88% gain to date.

InTrack Investment Management Inc IVV ($627.25) Holding Chart

InTrack Investment Management Inc IVV ($627.25) 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