Number of Shares
13,349.00
Current Holdings Value*
$7.50 Mil
% of Portfolio
3.4%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
29.22%

Mechanics Financial Corp's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Mechanics Financial Corp held 13,349.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.50 Mil. This investment constitutes 3.4% of their stock portfolio, and Mechanics Financial Corp now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Mechanics Financial Corp has made 10 purchases of IVV, at an average price of $481.43, for a total of 13,891.00 shares. In addition, there have been 3 sales at an average price of $410.77 for 542.00 shares. Based on historical transaction data and IVV's current price of $630.67, Mechanics Financial Corp's estimated gain on his IVV holdings is $1.95 Mil, reflecting a 29.22% gain to date.

Mechanics Financial Corp IVV ($630.67) Holding Chart

Mechanics Financial Corp IVV ($630.67) 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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