ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Keystone Financial Services's Holding History (CIK: 0001865158)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 40,068 Value ($000) $27,444 Avg Close — Range —
Q3 2025
Shares 37,976 Value ($000) $25,417 Avg Close — Range —
Q2 2025
Shares 38,382 Value ($000) $23,831 Avg Close — Range —
Q1 2025
Shares 72,989 Value ($000) $41,012 Avg Close — Range —
Q4 2024
Shares 83,764 Value ($000) $49,310 Avg Close — Range —
Q3 2024
Shares 82,921 Value ($000) $47,830 Avg Close — Range —
Q2 2024
Shares 92,519 Value ($000) $50,630 Avg Close — Range —
Q1 2024
Shares 116,326 Value ($000) $61,156 Avg Close — Range —
Q4 2023
Shares 137,167 Value ($000) $65,515 Avg Close — Range —
Q3 2023
Shares 123,387 Value ($000) $52,986 Avg Close — Range —
Q2 2023
Shares 102,576 Value ($000) $45,719 Avg Close — Range —
Q1 2023
Shares 102,554 Value ($000) $42,158 Avg Close — Range —
Q4 2022
Shares 103,377 Value ($000) $42,210 Avg Close — Range —
Q3 2022
Shares 104,781 Value ($000) $39,983 Avg Close — Range —
Q2 2022
Shares 104,456 Value ($000) $42,860 Avg Close — Range —
Q1 2022
Shares 98,972 Value ($000) $39,581 Avg Close — Range —
Q4 2021
Shares 65,282 Value ($000) $31,139 Avg Close — Range —