iShares S&P 1500 Index Fund shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $966k | 7.5k | 128.62 |
| 2024-09-30 | $948k | 7.5k | 125.61 |
| 2024-06-30 | $1.0M | 8.6k | 118.78 |
| 2024-03-31 | $988k | 8.6k | 115.31 |
| 2023-12-31 | $902k | 8.6k | 105.23 |
| 2023-09-30 | $835k | 8.9k | 94.19 |
| 2023-06-30 | $867k | 8.9k | 97.84 |
| 2023-03-31 | $825k | 9.1k | 90.55 |
| 2022-12-31 | $836k | 9.9k | 84.80 |
| 2022-09-30 | $784k | 9.9k | 79.56 |
| 2022-06-30 | $769k | 9.2k | 83.75 |
| 2022-03-31 | $942k | 9.3k | 100.98 |
| 2021-12-31 | $986k | 9.2k | 106.95 |