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IVV

IVV

IVV

ETBATSUSD

$747.78USD

−2.33 (−0.31%) today · DELAYED QUOTE

My quantity

18

across 1 account

Market value · CAD

$14,112.85

$10,226.70 USD · FX 1.3800

Avg cost · USD

$530.27

book $13,171.91 CAD

Unrealized P&L

$+940.94

+7.14% on cost

Total return

$+940.94

open + dividends · +7.14%

Portfolio weight

3.81%

rank #10 of 24

01 · OVERVIEW

Price, my cost basis & trades

274 trading days of history

02 · PERSONAL PERFORMANCE

How this position has performed for me

all amounts CAD · open + dividends − fees

Open P&L

$+940.94

+7.14% on cost

mkt $14,112.85 · cost $13,171.91

Realized P&L

—

no sales matched

lot matching not yet modelled

Dividends

$0.00

none recorded

no distributions synced

Fees & FX drag

$0.00

commissions + fees

none recorded

Total return

$+940.94

+7.14% all-in

open + dividends − fees

Return by period% return · on current market value · CAD-equiv

1M

−0.2%

−$26

3M

+13.6%

+$1688

6M

+8.7%

+$1131

YTD

+9.2%

+$1186

1Y

+25.3%

+$2852

03 · OWNERSHIP

Where I hold this position

1 lot across 1 institution

Account	Units	Avg cost	Cost CAD	Market CAD	Unreal. P&L	% of position	Held since
Q Questrade · RRSP USD · Self-directed RRSP	18	$530.27	$13,171.91	$14,112.85	$+940.94+7.14%	100.0%	—
Total · all accounts	18	$530.27	$13,171.91	$14,112.85	$+940.94+7.14%	100.0%	—

04 · ACTIVITY

Trades, dividends & income

filter by type or account

Trades, dividends & income

0 OF 0 ROWS

No activity synced for this holding.

05 · EXPOSURE

Contribution to portfolio & classification

How this position contributes

PORTFOLIO IMPACT

Portfolio weight3.8%

USD currency share75.5%+4.0 pts

Contribution to open P&L3.2%

Classification

FROM YOUR BROKERAGE

Asset typeet

CurrencyUSD

ExchangeBATS

AccountsRRSP

Held inQuestrade

SectorSource pending

06 · FUNDAMENTALS

Business & valuation

Fundamentals

VIA YAHOO FINANCE

Market cap

—

current

P/E (TTM)

26.9×

trailing

P/E (Fwd)

—

consensus

EV/EBITDA

—

trailing

Revenue growth

—

TTM YoY

EPS growth

—

TTM YoY

Gross margin

—

TTM

Operating margin

—

TTM

Free cash flow

—

TTM

Dividend yield

—

trailing

Dividend history

PER SHARE · EX-DATE · USD

TTM / SHARE$8.19

YOY GROWTH+2.3%

PAYMENTS · 5Y20

MY EST. ANNUAL INCOME$147 USD · units × TTM

08 · TECHNICALS

Optional context

secondary for long-hold investors

09 · NEWS & EVENTS

Curated, relevance-weighted

News & events

VIA YAHOO FINANCE · RELEVANCE-RANKED

Feb 23Barrons.com

Software Used to Beat the Market Long-Term. Not Anymore.

SECTOR● HIGH RELEVANCE

Is IVV's Growth Engine Worth The Price Of Admission?

NEWS● HIGH RELEVANCE

Oct 26Motley Fool

The Vanguard S&P 500 ETF Just Broke an Incredible Record. Here's What It Means for the Stock Market.

SECTOR● MEDIUM

Jan 16MT Newswires

Exchange-Traded Funds, US Equities Mixed After Midday

Jul 20MT Newswires

Exchange-Traded Funds, Equity Futures Higher Pre-Bell Amid Continued US-Iran Talks

May 2324/7 Wall St.

Making $100K a Year? Here’s the One Fund That Compounds Without the Research

10 · DECISION SUPPORT

Cases & scenarios

analysis — not financial advice

AI analysis pending review

Deferred for compliance review

Personal-ownership view. Figures reflect your last brokerage sync.Not financial advice