Fischer Financial Services, Inc. IVE Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-16,541.25
% of Total Estimate Gain
-6.06%
Fischer Financial Services, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Fischer Financial Services, Inc. held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Fischer Financial Services, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $186.34 for 1,375.00 shares. Based on historical transaction data and IVE's current price of $197.34, Fischer Financial Services, Inc.'s estimated gain on his IVE holdings is $-16,541.25, reflecting a -6.06% gain to date.
Fischer Financial Services, Inc. IVE ($197.34) Holding Chart
Fischer Financial Services, Inc. IVE ($197.34) 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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