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
$850,311.44
% of Total Estimate Gain
6.81%

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 $630.75, Pandora Wealth, Inc.'s estimated gain on his IVV holdings is $850,311.44, reflecting a 6.81% gain to date.

Pandora Wealth, Inc. IVV ($630.75) Holding Chart

Pandora Wealth, Inc. IVV ($630.75) 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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