Number of Shares
52,825.00
Current Holdings Value*
$29.68 Mil
% of Portfolio
15.69%
Total Estimate Gain
$10.12 Mil
% of Total Estimate Gain
40.48%

PCA Investment Advisory Services Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, PCA Investment Advisory Services Inc. held 52,825.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.68 Mil. This investment constitutes 15.69% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q1. And since then PCA Investment Advisory Services Inc. has made 6 purchases of IVV, at an average price of $440.23, for a total of 56,804.00 shares. In addition, there have been 2 sales at an average price of $455.66 for 3,979.00 shares. Based on historical transaction data and IVV's current price of $630.67, PCA Investment Advisory Services Inc.'s estimated gain on his IVV holdings is $10.12 Mil, reflecting a 40.48% gain to date.

PCA Investment Advisory Services Inc. IVV ($630.67) Holding Chart

PCA Investment Advisory Services Inc. 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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