Ted Buchan & Co IVV Holdings History

Number of Shares
19,975.00
Current Holdings Value*
$11.22 Mil
% of Portfolio
5.31%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
17.88%

Ted Buchan & Co's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Ted Buchan & Co held 19,975.00 shares of iShares Core S&P 500 ETF(IVV), totaling $11.22 Mil. This investment constitutes 5.31% of their stock portfolio, and Ted Buchan & Co now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then Ted Buchan & Co has made 4 purchases of IVV, at an average price of $532.10, for a total of 19,975.00 shares. Based on historical transaction data and IVV's current price of $627.25, Ted Buchan & Co's estimated gain on his IVV holdings is $1.90 Mil, reflecting a 17.88% gain to date.

Ted Buchan & Co IVV ($627.25) Holding Chart

Ted Buchan & Co IVV ($627.25) 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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