MJT & Associates Financial Advisory Group, Inc. IVE Holdings History
Number of Shares
7,421.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
1.8%
Total Estimate Gain
$39,924.98
% of Total Estimate Gain
2.78%
MJT & Associates Financial Advisory Group, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 7,421.00 shares of iShares S&P 500 Value ETF(IVE), totaling $1.45 Mil. This investment constitutes 1.8% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVE's current price of $198.88, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his IVE holdings is $39,924.98, reflecting a 2.78% gain to date.
MJT & Associates Financial Advisory Group, Inc. IVE ($198.88) Holding Chart
MJT & Associates Financial Advisory Group, Inc. IVE ($198.88) 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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