Number of Shares
140,946.00
Current Holdings Value*
$24.09 Mil
% of Portfolio
4.78%
Total Estimate Gain
$11.46 Mil
% of Total Estimate Gain
37.45%

Security Financial Services, INC.'s iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 140,946.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $24.09 Mil. This investment constitutes 4.78% of their stock portfolio, and Security Financial Services, INC. now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2021Q4. And since then Security Financial Services, INC. has made 6 purchases of QUAL, at an average price of $121.69, for a total of 251,561.00 shares. In addition, there have been 5 sales at an average price of $146.44 for 110,615.00 shares. Based on historical transaction data and QUAL's current price of $183.60, Security Financial Services, INC.'s estimated gain on his QUAL holdings is $11.46 Mil, reflecting a 37.45% gain to date.

Security Financial Services, INC. QUAL ($183.60) Holding Chart

Security Financial Services, INC. QUAL ($183.60) 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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