USA FINANCIAL FORMULAS IVV Holdings History
USA FINANCIAL FORMULAS's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, USA FINANCIAL FORMULAS held 30,886.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.18 Mil. This investment constitutes 3.27% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then USA FINANCIAL FORMULAS has made 10 purchases of IVV, at an average price of $439.69, for a total of 87,825.00 shares. In addition, there have been 16 sales at an average price of $531.98 for 56,939.00 shares. Based on historical transaction data and IVV's current price of $636.22, USA FINANCIAL FORMULAS's estimated gain on his IVV holdings is $11.32 Mil, reflecting a 29.33% gain to date.
USA FINANCIAL FORMULAS IVV ($636.22) Holding Chart
USA FINANCIAL FORMULAS IVV ($636.22) 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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