iShares S&P 500 Index shares owned by Keystone Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keystone Wealth Partners
from 13F filings
Historical chart of Keystone Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Keystone Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Keystone Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $31M | 68k | 453.69 |
| 2021-12-31 | $30M | 63k | 477.00 |
| 2021-09-30 | $25M | 58k | 430.83 |
| 2021-06-30 | $23M | 54k | 429.91 |
| 2021-03-31 | $19M | 47k | 397.82 |
| 2020-12-31 | $17M | 44k | 375.39 |