Ownership history in Security Financial Services, INC. · 17 quarters on record
This page tracks every 13F SEC filing in which Security Financial Services, INC. reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 143,741 | +37,272 | +35.0% | 4.79% | $30.5M | $211.29 |
| 2025 Q3 | ADDED | 106,469 | +4,826 | +4.7% | 3.55% | $22.0M | $204.79 |
| 2025 Q2 | ADDED | 101,643 | +18,542 | +22.3% | 3.51% | $19.9M | $192.97 |
| 2025 Q1 | ADDED | 83,101 | +30,300 | +57.4% | 3.14% | $15.8M | $187.40 |
| 2024 Q4 | ADDED | 52,801 | +17 | +0.0% | 2.05% | $10.1M | $186.96 |
| 2024 Q3 | ADDED | 52,784 | +1,190 | +2.3% | 2.12% | $10.4M | $192.07 |
| 2024 Q2 | ADDED | 51,594 | +2,715 | +5.6% | 2.04% | $9.4M | $176.28 |
| 2024 Q1 | ADDED | 48,879 | +45,375 | +1294.9% | 2.06% | $9.1M | $180.10 |
| 2023 Q4 | REDUCED | 3,504 | -1,644 | -31.9% | 0.15% | $609K | $166.88 |
| 2023 Q3 | REDUCED | 5,148 | -3,756 | -42.2% | 0.22% | $792K | $146.96 |
As of 2025 Q4 — sorted by position size