iShares S&P 500 Index shares owned by Keystone Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keystone Financial Services
from 13F filings
Historical chart of Keystone Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Keystone Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 38k | 669.31 |
| 2025-06-30 | $24M | 38k | 620.90 |
| 2025-03-31 | $41M | 73k | 561.89 |
| 2024-12-31 | $49M | 84k | 588.68 |
| 2024-09-30 | $48M | 83k | 576.81 |
| 2024-06-30 | $51M | 93k | 547.23 |
| 2024-03-31 | $61M | 116k | 525.73 |
| 2023-12-31 | $66M | 137k | 477.63 |
| 2023-09-30 | $53M | 123k | 429.43 |
| 2023-06-30 | $46M | 103k | 445.71 |
| 2023-03-31 | $42M | 103k | 411.08 |
| 2022-12-31 | $42M | 103k | 408.31 |
| 2022-09-30 | $40M | 105k | 381.58 |
| 2022-06-30 | $43M | 105k | 410.32 |
| 2022-03-31 | $40M | 99k | 399.92 |
| 2021-12-31 | $31M | 65k | 476.98 |
More positions owned by Keystone Financial Services
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