Strathmore Capital Advisors, Inc. IVV Holdings History
Number of Shares
9,193.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
2.55%
Total Estimate Gain
$494,123.75
% of Total Estimate Gain
9.36%
Strathmore Capital Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Strathmore Capital Advisors, Inc. held 9,193.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.76 Mil. This investment constitutes 2.55% of their stock portfolio, and Strathmore Capital Advisors, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2025Q2. And since then Strathmore Capital Advisors, Inc. has made 1 purchases of IVV, at an average price of $573.99, for a total of 9,193.00 shares. Based on historical transaction data and IVV's current price of $627.74, Strathmore Capital Advisors, Inc.'s estimated gain on his IVV holdings is $494,123.75, reflecting a 9.36% gain to date.
Strathmore Capital Advisors, Inc. IVV ($627.74) Holding Chart
Strathmore Capital Advisors, Inc. IVV ($627.74) 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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