Number of Shares
2,416.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
1.09%
Total Estimate Gain
$455,737.84
% of Total Estimate Gain
13.73%

LargeCap S&P 500 Managed Volatility Index Account's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, PRINCIPAL VARIABLE CONTRACTS FUNDS INC held 2,416.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.36 Mil. This investment constitutes 1.09% of their stock portfolio, and PRINCIPAL VARIABLE CONTRACTS FUNDS INC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q3. And since then LargeCap S&P 500 Managed Volatility Index Account has made 7 purchases of IVV, at an average price of $414.15, for a total of 8,016.00 shares. In addition, there have been 3 sales at an average price of $414.08 for 5,600.00 shares. Based on historical transaction data and IVV's current price of $602.93, LargeCap S&P 500 Managed Volatility Index Account's estimated gain on his IVV holdings is $455,737.84, reflecting a 13.73% gain to date.

LargeCap S&P 500 Managed Volatility Index Account IVV ($602.93) Holding Chart

LargeCap S&P 500 Managed Volatility Index Account IVV ($602.93) 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