iShares S&P 500 Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 42k | 669.30 |
| 2025-06-30 | $32M | 52k | 620.89 |
| 2025-03-31 | $29M | 51k | 561.91 |
| 2024-12-31 | $30M | 51k | 588.68 |
| 2024-09-30 | $33M | 57k | 576.82 |
| 2024-06-30 | $31M | 56k | 547.23 |
| 2024-03-31 | $29M | 55k | 525.73 |
| 2023-12-31 | $26M | 55k | 477.63 |
| 2023-09-30 | $23M | 53k | 429.43 |
| 2023-06-30 | $22M | 49k | 445.71 |
| 2023-03-31 | $22M | 53k | 411.08 |
| 2022-12-31 | $22M | 57k | 384.21 |
| 2022-09-30 | $21M | 57k | 358.65 |
| 2022-06-30 | $22M | 57k | 379.15 |
| 2022-03-31 | $26M | 57k | 453.69 |
| 2021-12-31 | $24M | 51k | 476.98 |