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

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

Historical chart of Keystone Wealth 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 Wealth 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 Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $466k 2.2k 212.07
2025-03-31 $245k 1.3k 190.51

More positions owned by Keystone Wealth Services

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust State Street Spd (XNTK)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index