DDFG, Inc IVE Holdings History

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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