Number of Shares
3,545.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.83%
Total Estimate Gain
$505,068.14
% of Total Estimate Gain
18.52%

J2 Capital Management Inc's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, J2 Capital Management Inc held 3,545.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.99 Mil. This investment constitutes 1.83% of their stock portfolio, and J2 Capital Management 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 J2 Capital Management Inc has made 5 purchases of IVV, at an average price of $455.58, for a total of 5,985.00 shares. In addition, there have been 4 sales at an average price of $408.20 for 2,440.00 shares. Based on historical transaction data and IVV's current price of $630.67, J2 Capital Management Inc's estimated gain on his IVV holdings is $505,068.14, reflecting a 18.52% gain to date.

J2 Capital Management Inc IVV ($630.67) Holding Chart

J2 Capital Management 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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