RCS Financial Planning, LLC IVE Holdings History
RCS Financial Planning, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 10,858.00 shares of iShares S&P 500 Value ETF(IVE), totaling $2.07 Mil. This investment constitutes 1.09% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q1. And since then RCS Financial Planning, LLC has made 3 purchases of IVE, at an average price of $182.40, for a total of 11,405.00 shares. In addition, there have been 2 sales at an average price of $188.48 for 547.00 shares. Based on historical transaction data and IVE's current price of $198.16, RCS Financial Planning, LLC's estimated gain on his IVE holdings is $174,455.30, reflecting a 8.39% gain to date.
RCS Financial Planning, LLC IVE ($198.16) Holding Chart
RCS Financial Planning, LLC IVE ($198.16) 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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