ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 40,943 Value ($000) $28,044 Avg Close Range
Q3 2025
Shares 41,468 Value ($000) $27,754 Avg Close Range
Q2 2025
Shares 52,192 Value ($000) $32,406 Avg Close Range
Q1 2025
Shares 50,912 Value ($000) $28,608 Avg Close Range
Q4 2024
Shares 51,202 Value ($000) $30,142 Avg Close Range
Q3 2024
Shares 56,623 Value ($000) $32,662 Avg Close Range
Q2 2024
Shares 56,106 Value ($000) $30,703 Avg Close Range
Q1 2024
Shares 54,775 Value ($000) $28,797 Avg Close Range
Q4 2023
Shares 54,588 Value ($000) $26,073 Avg Close Range
Q3 2023
Shares 52,703 Value ($000) $22,632 Avg Close Range
Q2 2023
Shares 48,988 Value ($000) $21,835 Avg Close Range
Q1 2023
Shares 52,537 Value ($000) $21,597 Avg Close Range
Q4 2022
Shares 56,908 Value ($000) $21,864 Avg Close Range
Q3 2022
Shares 57,081 Value ($000) $20,472 Avg Close Range
Q2 2022
Shares 56,957 Value ($000) $21,595 Avg Close Range
Q1 2022
Shares 56,728 Value ($000) $25,737 Avg Close Range
Q4 2021
Shares 50,746 Value ($000) $24,205 Avg Close Range