Number of Shares
263,715.00
Current Holdings Value*
$24.48 Mil
% of Portfolio
4.86%
Total Estimate Gain
$8.66 Mil
% of Total Estimate Gain
34.58%

Security Financial Services, INC.'s iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 263,715.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $24.48 Mil. This investment constitutes 4.86% of their stock portfolio, and Security Financial Services, INC. now holds 0.05% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2021Q4. And since then Security Financial Services, INC. has made 9 purchases of IVW, at an average price of $79.08, for a total of 316,529.00 shares. In addition, there have been 4 sales at an average price of $87.88 for 52,814.00 shares. Based on historical transaction data and IVW's current price of $110.15, Security Financial Services, INC.'s estimated gain on his IVW holdings is $8.66 Mil, reflecting a 34.58% gain to date.

Security Financial Services, INC. IVW ($110.15) Holding Chart

Security Financial Services, INC. IVW ($110.15) 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