Number of Shares
2,280.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
3.72%
Total Estimate Gain
$81,121.04
% of Total Estimate Gain
6.01%

Rational Equity Armor Fund's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 2,280.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.28 Mil. This investment constitutes 3.72% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2024Q4. And since then Rational Equity Armor Fund has made 2 purchases of IVV, at an average price of $592.16, for a total of 2,280.00 shares. Based on historical transaction data and IVV's current price of $627.74, Rational Equity Armor Fund's estimated gain on his IVV holdings is $81,121.04, reflecting a 6.01% gain to date.

Rational Equity Armor Fund IVV ($627.74) Holding Chart

Rational Equity Armor Fund IVV ($627.74) 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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