ISHARES TR

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

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

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

Q4 2025
Shares 33,251 Value ($000) $4,099 Avg Close Range
Q3 2025
Shares 32,615 Value ($000) $3,937 Avg Close Range
Q2 2025
Shares 17,599 Value ($000) $1,938 Avg Close Range
Q1 2025
Shares 19,334 Value ($000) $1,795 Avg Close Range
Q4 2024
Shares 19,905 Value ($000) $2,021 Avg Close Range
Q3 2024
Shares 19,042 Value ($000) $1,823 Avg Close Range
Q2 2024
Shares 16,165 Value ($000) $1,496 Avg Close Range
Q1 2024
Shares 14,588 Value ($000) $1,232 Avg Close Range
Q4 2023
Shares 14,057 Value ($000) $1,056 Avg Close Range
Q3 2023
Shares 15,102 Value ($000) $1,033 Avg Close Range
Q4 2022
Shares 3,808 Value ($000) $223 Avg Close Range
Q3 2022
Shares 3,769 Value ($000) $218 Avg Close Range
Q2 2022
Shares 3,883 Value ($000) $234 Avg Close Range
Q1 2022
Shares 3,848 Value ($000) $294 Avg Close Range
Q4 2021
Shares 3,760 Value ($000) $315 Avg Close Range