Number of Shares
75,227.00
Current Holdings Value*
$14.34 Mil
% of Portfolio
5.46%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
9.46%

Keystone Financial Services's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Keystone Financial Services held 75,227.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.34 Mil. This investment constitutes 5.46% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q1. And since then Keystone Financial Services has made 4 purchases of IVE, at an average price of $182.60, for a total of 75,565.00 shares. In addition, there have been 1 sales at an average price of $189.95 for 338.00 shares. Based on historical transaction data and IVE's current price of $199.92, Keystone Financial Services's estimated gain on his IVE holdings is $1.31 Mil, reflecting a 9.46% gain to date.

Keystone Financial Services IVE ($199.92) Holding Chart

Keystone Financial Services IVE ($199.92) 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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