Number of Shares
1,349.00
Current Holdings Value*
$758,150.00
% of Portfolio
0.24%
Total Estimate Gain
$338,370.29
% of Total Estimate Gain
11.43%

Shilanski & Associates, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Shilanski & Associates, Inc. held 1,349.00 shares of iShares Core S&P 500 ETF(IVV), totaling $758,150.00. This investment constitutes 0.24% of their stock portfolio, and Shilanski & Associates, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q3. And since then Shilanski & Associates, Inc. has made 12 purchases of IVV, at an average price of $406.02, for a total of 7,291.00 shares. In addition, there have been 9 sales at an average price of $413.51 for 5,942.00 shares. Based on historical transaction data and IVV's current price of $623.83, Shilanski & Associates, Inc.'s estimated gain on his IVV holdings is $338,370.29, reflecting a 11.43% gain to date.

Shilanski & Associates, Inc. IVV ($623.83) Holding Chart

Shilanski & Associates, Inc. IVV ($623.83) 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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