Number of Shares
57,059.00
Current Holdings Value*
$32.06 Mil
% of Portfolio
10.42%
Total Estimate Gain
$10.58 Mil
% of Total Estimate Gain
36.09%

Snider Financial Group's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Snider Financial Group held 57,059.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.06 Mil. This investment constitutes 10.42% of their stock portfolio, and Snider Financial Group now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q2. And since then Snider Financial Group has made 9 purchases of IVV, at an average price of $457.17, for a total of 64,110.00 shares. In addition, there have been 6 sales at an average price of $499.37 for 7,051.00 shares. Based on historical transaction data and IVV's current price of $637.33, Snider Financial Group's estimated gain on his IVV holdings is $10.58 Mil, reflecting a 36.09% gain to date.

Snider Financial Group IVV ($637.33) Holding Chart

Snider Financial Group IVV ($637.33) 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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