Steele Capital Management, Inc. IVV Holdings History
Steele Capital Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Steele Capital Management, Inc. held 373,886.00 shares of iShares Core S&P 500 ETF(IVV), totaling $210.09 Mil. This investment constitutes 10.94% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.04% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 4 purchases of IVV, at an average price of $464.89, for a total of 376,212.00 shares. In addition, there have been 1 sales at an average price of $592.23 for 2,326.00 shares. Based on historical transaction data and IVV's current price of $626.44, Steele Capital Management, Inc.'s estimated gain on his IVV holdings is $60.70 Mil, reflecting a 34.71% gain to date.
Steele Capital Management, Inc. IVV ($626.44) Holding Chart
Steele Capital Management, Inc. IVV ($626.44) 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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