PACIFIC FINANCIAL GROUP INC IVV Holdings History
PACIFIC FINANCIAL GROUP INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 30,871.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.17 Mil. This investment constitutes 14.96% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 20 purchases of IVV, at an average price of $328.47, for a total of 103,295.00 shares. In addition, there have been 13 sales at an average price of $347.27 for 72,424.00 shares. Based on historical transaction data and IVV's current price of $631.83, PACIFIC FINANCIAL GROUP INC's estimated gain on his IVV holdings is $10.73 Mil, reflecting a 31.61% gain to date.
PACIFIC FINANCIAL GROUP INC IVV ($631.83) Holding Chart
PACIFIC FINANCIAL GROUP INC IVV ($631.83) 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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