Keystone Financial Services IVW Holdings History
Keystone Financial Services's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 210,987.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $19.59 Mil. This investment constitutes 7.46% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Keystone Financial Services has made 6 purchases of IVW, at an average price of $81.58, for a total of 230,407.00 shares. In addition, there have been 1 sales at an average price of $92.32 for 19,420.00 shares. Based on historical transaction data and IVW's current price of $113.06, Keystone Financial Services's estimated gain on his IVW holdings is $6.85 Mil, reflecting a 36.45% gain to date.
Keystone Financial Services IVW ($113.06) Holding Chart
Keystone Financial Services IVW ($113.06) 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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