iShares S&P 500 Growth Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 19k | 95.75 |
| 2024-06-30 | $1.5M | 16k | 92.54 |
| 2024-03-31 | $1.2M | 15k | 84.44 |
| 2023-12-31 | $1.1M | 14k | 75.10 |
| 2023-09-30 | $1.0M | 15k | 68.42 |
| 2022-12-31 | $223k | 3.8k | 58.49 |
| 2022-09-30 | $218k | 3.8k | 57.84 |
| 2022-06-30 | $234k | 3.9k | 60.26 |
| 2022-03-31 | $294k | 3.8k | 76.40 |
| 2021-12-31 | $315k | 3.8k | 83.78 |