SFT Balanced Stabilization Fund IVV Holdings History
SFT Balanced Stabilization Fund's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, SFT Balanced Stabilization Fund held 25,940.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.58 Mil. This investment constitutes 38.95% of their stock portfolio, and SFT Balanced Stabilization Fund now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q1. And since then SFT Balanced Stabilization Fund has made 1 purchases of IVV, at an average price of $444.52, for a total of 105,440.00 shares. In addition, there have been 3 sales at an average price of $526.97 for 79,500.00 shares. Based on historical transaction data and IVV's current price of $628.17, SFT Balanced Stabilization Fund's estimated gain on his IVV holdings is $11.32 Mil, reflecting a 24.15% gain to date.
SFT Balanced Stabilization Fund IVV ($628.17) Holding Chart
SFT Balanced Stabilization Fund IVV ($628.17) 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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