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iShares S&P 500 Growth Index shares owned by Keystone Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Keystone Financial Services 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 Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 204k 95.75
2024-06-30 $21M 224k 92.54
2024-03-31 $9.1M 108k 84.44
2023-12-31 $4.2M 55k 75.10
2023-09-30 $3.6M 53k 68.42

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Keystone Financial Services

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index