Pandora Wealth, Inc. IVE Holdings History
Number of Shares
32,334.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
4.05%
Total Estimate Gain
$124,162.56
% of Total Estimate Gain
1.98%
Pandora Wealth, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Pandora Wealth, Inc. held 32,334.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.16 Mil. This investment constitutes 4.05% of their stock portfolio, and Pandora Wealth, Inc. now holds 0.02% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVE's current price of $197.34, Pandora Wealth, Inc.'s estimated gain on his IVE holdings is $124,162.56, reflecting a 1.98% gain to date.
Pandora Wealth, Inc. IVE ($197.34) Holding Chart
Pandora Wealth, Inc. IVE ($197.34) 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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