Number of Shares
116,556.00
Current Holdings Value*
$22.21 Mil
% of Portfolio
6.16%
Total Estimate Gain
$6.72 Mil
% of Total Estimate Gain
36.09%
DDFG, Inc's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 116,556.00 shares of iShares S&P 500 Value ETF(IVE), totaling $22.21 Mil. This investment constitutes 6.16% of their stock portfolio, and DDFG, Inc now holds 0.06% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 1 purchases of IVE, at an average price of $142.51, for a total of 130,711.00 shares. In addition, there have been 8 sales at an average price of $172.51 for 14,155.00 shares. Based on historical transaction data and IVE's current price of $196.55, DDFG, Inc's estimated gain on his IVE holdings is $6.72 Mil, reflecting a 36.09% gain to date.
DDFG, Inc IVE ($196.55) Holding Chart
DDFG, Inc IVE ($196.55) 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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