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 %

Top Ranked Articles

  • 1