Number of Shares
14,989.00
Current Holdings Value*
$8.42 Mil
% of Portfolio
7.05%
Total Estimate Gain
$4.31 Mil
% of Total Estimate Gain
33.24%

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

As of 2025-03-31, Michelson Medical Research Foundation, Inc. held 14,989.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.42 Mil. This investment constitutes 7.05% of their stock portfolio, and Michelson Medical Research Foundation, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. In addition, there have been 2 sales at an average price of $419.70 for 18,710.00 shares. Based on historical transaction data and IVV's current price of $628.17, Michelson Medical Research Foundation, Inc.'s estimated gain on his IVV holdings is $4.31 Mil, reflecting a 33.24% gain to date.

Michelson Medical Research Foundation, Inc. IVV ($628.17) Holding Chart

Michelson Medical Research Foundation, Inc. IVV ($628.17) 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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