Number of Shares
51,905.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
8.28%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
25.29%

Michelson Medical Research Foundation, Inc.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Michelson Medical Research Foundation, Inc. held 51,905.00 shares of iShares S&P 500 Value ETF(IVE), totaling $9.89 Mil. This investment constitutes 8.28% of their stock portfolio, and Michelson Medical Research Foundation, Inc. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2022Q4. In addition, there have been 1 sales at an average price of $150.47 for 41,180.00 shares. Based on historical transaction data and IVE's current price of $199.96, Michelson Medical Research Foundation, Inc.'s estimated gain on his IVE holdings is $3.35 Mil, reflecting a 25.29% gain to date.

Michelson Medical Research Foundation, Inc. IVE ($199.96) Holding Chart

Michelson Medical Research Foundation, Inc. IVE ($199.96) 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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