Xulu, Inc. IVV Holdings History

Number of Shares
162,751.00
Current Holdings Value*
$31.36 Mil
% of Portfolio
8.98%
Total Estimate Gain
$70.00 Mil
% of Total Estimate Gain
209.06%

Xulu, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2015-09-30, Xulu, Inc. held 162,751.00 shares of iShares Core S&P 500 ETF(IVV), totaling $31.36 Mil. This investment constitutes 8.98% of their stock portfolio, and Xulu, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2015Q1. And since then Xulu, Inc. has made 2 purchases of IVV, at an average price of $205.75, for a total of 162,751.00 shares. Based on historical transaction data and IVV's current price of $635.88, Xulu, Inc.'s estimated gain on his IVV holdings is $70.00 Mil, reflecting a 209.06% gain to date.

Xulu, Inc. IVV ($635.88) Holding Chart

Xulu, Inc. IVV ($635.88) 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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