MV Capital Management, Inc. IVE Holdings History
MV Capital Management, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, MV Capital Management, Inc. held 111,806.00 shares of iShares S&P 500 Value ETF(IVE), totaling $21.31 Mil. This investment constitutes 2.29% of their stock portfolio, and MV Capital Management, Inc. now holds 0.06% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2015Q1. And since then MV Capital Management, Inc. has made 16 purchases of IVE, at an average price of $110.21, for a total of 276,183.00 shares. In addition, there have been 13 sales at an average price of $133.64 for 164,377.00 shares. Based on historical transaction data and IVE's current price of $199.92, MV Capital Management, Inc.'s estimated gain on his IVE holdings is $13.88 Mil, reflecting a 45.60% gain to date.
MV Capital Management, Inc. IVE ($199.92) Holding Chart
MV Capital Management, Inc. IVE ($199.92) 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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