Number of Shares
72,989.00
Current Holdings Value*
$41.01 Mil
% of Portfolio
15.63%
Total Estimate Gain
$18.62 Mil
% of Total Estimate Gain
29.36%

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

As of 2025-03-31, Keystone Financial Services held 72,989.00 shares of iShares Core S&P 500 ETF(IVV), totaling $41.01 Mil. This investment constitutes 15.63% of their stock portfolio, and Keystone Financial Services now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 7 purchases of IVV, at an average price of $452.29, for a total of 140,237.00 shares. In addition, there have been 6 sales at an average price of $528.11 for 67,248.00 shares. Based on historical transaction data and IVV's current price of $637.58, Keystone Financial Services's estimated gain on his IVV holdings is $18.62 Mil, reflecting a 29.36% gain to date.

Keystone Financial Services IVV ($637.58) Holding Chart

Keystone Financial Services IVV ($637.58) 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 %

Top Ranked Articles

  • 1