Number of Shares
34,149.00
Current Holdings Value*
$6.51 Mil
% of Portfolio
5.62%
Total Estimate Gain
$14,980.99
% of Total Estimate Gain
0.22%

Lighthouse Financial LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-03-31, Lighthouse Financial LLC held 34,149.00 shares of iShares S&P 500 Value ETF(IVE), totaling $6.51 Mil. This investment constitutes 5.62% of their stock portfolio, and Lighthouse Financial LLC now holds 0.02% 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 $193.50 for 500.00 shares. Based on historical transaction data and IVE's current price of $198.88, Lighthouse Financial LLC's estimated gain on his IVE holdings is $14,980.99, reflecting a 0.22% gain to date.

Lighthouse Financial LLC IVE ($198.88) Holding Chart

Lighthouse Financial LLC IVE ($198.88) 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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