ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 185,107 Value ($000) $22,816 Avg Close — Range —
Q3 2025
Shares 186,954 Value ($000) $22,569 Avg Close — Range —
Q2 2025
Shares 182,819 Value ($000) $20,128 Avg Close — Range —
Q1 2025
Shares 210,987 Value ($000) $19,586 Avg Close — Range —
Q4 2024
Shares 206,680 Value ($000) $20,984 Avg Close — Range —
Q3 2024
Shares 204,134 Value ($000) $19,546 Avg Close — Range —
Q2 2024
Shares 223,554 Value ($000) $20,688 Avg Close — Range —
Q1 2024
Shares 108,358 Value ($000) $9,150 Avg Close — Range —
Q4 2023
Shares 55,329 Value ($000) $4,155 Avg Close — Range —
Q3 2023
Shares 53,042 Value ($000) $3,629 Avg Close — Range —