SGI Peak Growth Fund IVE Holdings History
SGI Peak Growth Fund 's iShares S&P 500 Value ETF Holding Summary
As of 2025-02-28, SGI Peak Growth Fund held 11,100.00 shares of iShares S&P 500 Value ETF(IVE), totaling $2.19 Mil. This investment constitutes 5.8% of their stock portfolio, and SGI Peak Growth Fund now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2025Q1. And since then SGI Peak Growth Fund has made 1 purchases of IVE, at an average price of $195.73, for a total of 11,100.00 shares. Based on historical transaction data and IVE's current price of $198.67, SGI Peak Growth Fund 's estimated gain on his IVE holdings is $32,634.00, reflecting a 1.50% gain to date.
SGI Peak Growth Fund IVE ($198.67) Holding Chart
SGI Peak Growth Fund IVE ($198.67) 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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