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

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

Historical chart of Keystone Financial Services 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 Services 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 Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 94k 206.51
2025-06-30 $18M 92k 195.42
2025-03-31 $14M 75k 190.58
2024-12-31 $10M 54k 190.88
2024-09-30 $10M 53k 197.17
2024-06-30 $9.7M 53k 182.01
2024-03-31 $9.6M 51k 186.81

More positions owned by Keystone Financial Services

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Mbs Etf (MBB)

View all positions for Keystone Financial Services

Top funds holding iShares S&P 500 Value Index

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