Savvy Advisors, Inc. IVLU Holdings History

Number of Shares
520,448.00
Current Holdings Value*
$15.77 Mil
% of Portfolio
1.59%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
17.90%

Savvy Advisors, Inc.'s iShares MSCI Intl Value Factor ETF Holding Summary

As of 2025-03-31, Savvy Advisors, Inc. held 520,448.00 shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling $15.77 Mil. This investment constitutes 1.59% of their stock portfolio, and Savvy Advisors, Inc. now holds 0.79% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.

The initial trade took place in 2023Q4. And since then Savvy Advisors, Inc. has made 5 purchases of IVLU, at an average price of $27.96, for a total of 520,448.00 shares. Based on historical transaction data and IVLU's current price of $32.96, Savvy Advisors, Inc.'s estimated gain on his IVLU holdings is $2.60 Mil, reflecting a 17.90% gain to date.

Savvy Advisors, Inc. IVLU ($32.96) Holding Chart

Savvy Advisors, Inc. IVLU ($32.96) 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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