MJT & Associates Financial Advisory Group, Inc. IVV Holdings History
Number of Shares
18,534.00
Current Holdings Value*
$10.41 Mil
% of Portfolio
10%
Total Estimate Gain
$676,861.68
% of Total Estimate Gain
6.18%
MJT & Associates Financial Advisory Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MJT & Associates Financial Advisory Group, Inc. held 18,534.00 shares of iShares Core S&P 500 ETF(IVV), totaling $10.41 Mil. This investment constitutes 10% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $627.03, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his IVV holdings is $676,861.68, reflecting a 6.18% gain to date.
MJT & Associates Financial Advisory Group, Inc. IVV ($627.03) Holding Chart
MJT & Associates Financial Advisory Group, Inc. IVV ($627.03) 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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