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iShares S&P 500 Value Index shares owned by Keystone Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $904k 4.4k 206.51
2025-06-30 $919k 4.7k 195.44
2024-12-31 $470k 775 606.21
2017-12-31 $411k 2.8k 144.87

More positions owned by Keystone Financial Group

Spdr S&p 500 Etf MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Palantir Technologies Common Stock (PLTR)
Nvidia Corp Common Stock (NVDA)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPLG)
Tesla Common Stock (TSLA)
Spdr Portfolio MF Closed and MF Open (SPYG)
Victoryshares Free MF Closed and MF Open (VFLO)
Microsoft Corp Common Stock (MSFT)
Ishares U S MF Closed and MF Open (DYNF)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
Vanguard S&p 500 Etf MF Closed and MF Open (VOO)
Berkshire Hathaway Class Class B Common Stock (BRK.B)

View all positions for Keystone Financial Group

Top funds holding iShares S&P 500 Value Index

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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index