Number of Shares
93,246.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
1.32%
Total Estimate Gain
$335,509.44
% of Total Estimate Gain
6.63%

SAXON INTERESTS, INC.'s iShares MSCI Intl Value Factor ETF Holding Summary

As of 2025-03-31, SAXON INTERESTS, INC. held 93,246.00 shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling $2.83 Mil. This investment constitutes 1.32% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0.14% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.

The initial trade took place in 2023Q1. And since then SAXON INTERESTS, INC. has made 3 purchases of IVLU, at an average price of $27.86, for a total of 181,701.00 shares. In addition, there have been 2 sales at an average price of $26.73 for 88,455.00 shares. Based on historical transaction data and IVLU's current price of $32.53, SAXON INTERESTS, INC.'s estimated gain on his IVLU holdings is $335,509.44, reflecting a 6.63% gain to date.

SAXON INTERESTS, INC. IVLU ($32.53) Holding Chart

SAXON INTERESTS, INC. IVLU ($32.53) 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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