iShares S&P 500 Growth Index shares owned by Keystone Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 3.5k | 120.73 |
| 2025-06-30 | $392k | 3.6k | 110.10 |
| 2025-03-31 | $343k | 3.7k | 92.82 |
| 2024-12-31 | $361k | 3.6k | 101.54 |
| 2024-09-30 | $509k | 5.3k | 95.76 |
| 2024-03-31 | $508k | 6.0k | 84.43 |
| 2022-06-30 | $216k | 3.6k | 60.22 |
| 2022-03-31 | $274k | 3.6k | 76.39 |