SWARTHMORE GROUP INC IVV Holdings History

Number of Shares
373,601.00
Current Holdings Value*
$141.65 Mil
% of Portfolio
56.96%
Total Estimate Gain
$130.20 Mil
% of Total Estimate Gain
25.82%

SWARTHMORE GROUP INC's iShares Core S&P 500 ETF Holding Summary

As of 2022-06-30, SWARTHMORE GROUP INC held 373,601.00 shares of iShares Core S&P 500 ETF(IVV), totaling $141.65 Mil. This investment constitutes 56.96% of their stock portfolio, and SWARTHMORE GROUP INC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2017Q1. And since then SWARTHMORE GROUP INC has made 9 purchases of IVV, at an average price of $292.87, for a total of 1.72 Mil shares. In addition, there have been 6 sales at an average price of $296.34 for 1.35 Mil shares. Based on historical transaction data and IVV's current price of $628.85, SWARTHMORE GROUP INC's estimated gain on his IVV holdings is $130.20 Mil, reflecting a 25.82% gain to date.

SWARTHMORE GROUP INC IVV ($628.85) Holding Chart

SWARTHMORE GROUP INC IVV ($628.85) 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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