Number of Shares
3.00 Mil
Current Holdings Value*
$1.68 Bil
% of Portfolio
86.19%
Total Estimate Gain
$132.90 Mil
% of Total Estimate Gain
7.58%

Michael & Susan Dell Foundation's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Michael & Susan Dell Foundation held 3.00 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.68 Bil. This investment constitutes 86.19% of their stock portfolio, and Michael & Susan Dell Foundation now holds 0.3% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q3. And since then Michael & Susan Dell Foundation has made 3 purchases of IVV, at an average price of $585.10, for a total of 3.00 Mil shares. Based on historical transaction data and IVV's current price of $629.42, Michael & Susan Dell Foundation's estimated gain on his IVV holdings is $132.90 Mil, reflecting a 7.58% gain to date.

Michael & Susan Dell Foundation IVV ($629.42) Holding Chart

Michael & Susan Dell Foundation IVV ($629.42) 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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