Return Stacked Balanced Allocation & Systematic Macro Fund IVV Holdings History
Return Stacked Balanced Allocation & Systematic Macro Fund's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Return Stacked Balanced Allocation & Systematic Macro Fund held 57,523.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.32 Mil. This investment constitutes 100% of their stock portfolio, and Return Stacked Balanced Allocation & Systematic Macro Fund now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q1. And since then Return Stacked Balanced Allocation & Systematic Macro Fund has made 1 purchases of IVV, at an average price of $590.51, for a total of 57,523.00 shares. Based on historical transaction data and IVV's current price of $630.93, Return Stacked Balanced Allocation & Systematic Macro Fund's estimated gain on his IVV holdings is $2.33 Mil, reflecting a 6.84% gain to date.
Return Stacked Balanced Allocation & Systematic Macro Fund IVV ($630.93) Holding Chart
Return Stacked Balanced Allocation & Systematic Macro Fund 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
