Number of Shares
6,715.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
4.04%
Total Estimate Gain
$914,917.83
% of Total Estimate Gain
19.33%

S.C. Financial Services, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2022-12-31, S.C. Financial Services, Inc. held 6,715.00 shares of iShares Core S&P 500 ETF(IVV), totaling $2.58 Mil. This investment constitutes 4.04% of their stock portfolio, and S.C. Financial Services, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then S.C. Financial Services, Inc. has made 1 purchases of IVV, at an average price of $456.43, for a total of 10,371.00 shares. In addition, there have been 3 sales at an average price of $400.14 for 3,656.00 shares. Based on historical transaction data and IVV's current price of $623.33, S.C. Financial Services, Inc.'s estimated gain on his IVV holdings is $914,917.83, reflecting a 19.33% gain to date.

S.C. Financial Services, Inc. IVV ($623.33) Holding Chart

S.C. Financial Services, Inc. IVV ($623.33) 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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