LVZ, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, LVZ, Inc. held 449,606.00 shares of iShares S&P 500 Value ETF(IVE), totaling $87.86 Mil. This investment constitutes 10.53% of their stock portfolio, and LVZ, Inc. now holds 0.22% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2013Q4. And since then LVZ, Inc. has made 22 purchases of IVE, at an average price of $115.14, for a total of 816,447.00 shares. In addition, there have been 18 sales at an average price of $127.98 for 366,841.00 shares. Based on historical transaction data and IVE's current price of $200.17, LVZ, Inc.'s estimated gain on his IVE holdings is $42.94 Mil, reflecting a 45.68% gain to date.
LVZ, Inc. IVE ($200.17) Holding Chart
LVZ, Inc. IVE ($200.17) 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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