Number of Shares
136,860.00
Current Holdings Value*
$26.75 Mil
% of Portfolio
6.15%
Total Estimate Gain
$21.12 Mil
% of Total Estimate Gain
46.72%

Praetorian Wealth Management, Inc.'s iShares S&P 500 Value ETF Holding Summary

As of 2025-06-30, Praetorian Wealth Management, Inc. held 136,860.00 shares of iShares S&P 500 Value ETF(IVE), totaling $26.75 Mil. This investment constitutes 6.15% of their stock portfolio, and Praetorian Wealth Management, Inc. now holds 0.07% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2020Q2. And since then Praetorian Wealth Management, Inc. has made 19 purchases of IVE, at an average price of $129.74, for a total of 348,366.00 shares. In addition, there have been 1 sales at an average price of $186.34 for 211,506.00 shares. Based on historical transaction data and IVE's current price of $196.56, Praetorian Wealth Management, Inc.'s estimated gain on his IVE holdings is $21.12 Mil, reflecting a 46.72% gain to date.

Praetorian Wealth Management, Inc. IVE ($196.56) Holding Chart

Praetorian Wealth Management, Inc. IVE ($196.56) 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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