PFS Partners, LLC IVV Holdings History
PFS Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, PFS Partners, LLC held 11,125.00 shares of iShares Core S&P 500 ETF(IVV), totaling $6.91 Mil. This investment constitutes 3.48% of their stock portfolio, and PFS Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then PFS Partners, LLC has made 4 purchases of IVV, at an average price of $466.25, for a total of 25,670.00 shares. In addition, there have been 10 sales at an average price of $438.46 for 14,545.00 shares. Based on historical transaction data and IVV's current price of $637.33, PFS Partners, LLC's estimated gain on his IVV holdings is $1.50 Mil, reflecting a 12.52% gain to date.
PFS Partners, LLC IVV ($637.33) Holding Chart
PFS Partners, LLC IVV ($637.33) 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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