MRA Advisory Group IVV Holdings History

Number of Shares
48,057.00
Current Holdings Value*
$29.84 Mil
% of Portfolio
13.98%
Total Estimate Gain
$8.37 Mil
% of Total Estimate Gain
35.62%

MRA Advisory Group's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, MRA Advisory Group held 48,057.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.84 Mil. This investment constitutes 13.98% of their stock portfolio, and MRA Advisory Group now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then MRA Advisory Group has made 10 purchases of IVV, at an average price of $461.12, for a total of 50,969.00 shares. In addition, there have been 7 sales at an average price of $451.64 for 2,912.00 shares. Based on historical transaction data and IVV's current price of $635.88, MRA Advisory Group's estimated gain on his IVV holdings is $8.37 Mil, reflecting a 35.62% gain to date.

MRA Advisory Group IVV ($635.88) Holding Chart

MRA Advisory Group IVV ($635.88) 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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