PFG BR Equity ESG Strategy Fund IVE Holdings History
PFG BR Equity ESG Strategy Fund's iShares S&P 500 Value ETF Holding Summary
As of 2025-04-30, PFG BR Equity ESG Strategy Fund held 142,946.00 shares of iShares S&P 500 Value ETF(IVE), totaling $26.22 Mil. This investment constitutes 8.45% of their stock portfolio, and PFG BR Equity ESG Strategy Fund now holds 0.07% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then PFG BR Equity ESG Strategy Fund has made 5 purchases of IVE, at an average price of $178.91, for a total of 142,946.00 shares. Based on historical transaction data and IVE's current price of $199.92, PFG BR Equity ESG Strategy Fund's estimated gain on his IVE holdings is $3.00 Mil, reflecting a 11.75% gain to date.
PFG BR Equity ESG Strategy Fund IVE ($199.92) Holding Chart
PFG BR Equity ESG Strategy Fund IVE ($199.92) 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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