Pandora Wealth, Inc. IVV Holdings History
Number of Shares
21,131.00
Current Holdings Value*
$11.87 Mil
% of Portfolio
7.81%
Total Estimate Gain
$854,115.02
% of Total Estimate Gain
6.84%
Pandora Wealth, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Pandora Wealth, Inc. held 21,131.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.87 Mil. This investment constitutes 7.81% of their stock portfolio, and Pandora Wealth, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IVV's current price of $630.93, Pandora Wealth, Inc.'s estimated gain on his IVV holdings is $854,115.02, reflecting a 6.84% gain to date.
Pandora Wealth, Inc. IVV ($630.93) Holding Chart
Pandora Wealth, Inc. IVV ($630.93) 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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