Number of Shares
26,104.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
4.37%
Total Estimate Gain
$108,480.69
% of Total Estimate Gain
2.12%

Saxony Capital Management, LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Saxony Capital Management, LLC held 26,104.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.97 Mil. This investment constitutes 4.37% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q4. And since then Saxony Capital Management, LLC has made 2 purchases of IVE, at an average price of $196.01, for a total of 26,104.00 shares. Based on historical transaction data and IVE's current price of $200.17, Saxony Capital Management, LLC's estimated gain on his IVE holdings is $108,480.69, reflecting a 2.12% gain to date.

Saxony Capital Management, LLC IVE ($200.17) Holding Chart

Saxony Capital Management, LLC IVE ($200.17) 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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