ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 25,439 Value ($000) $5,395 Avg Close — Range —
Q3 2025
Shares 4,379 Value ($000) $904 Avg Close — Range —
Q2 2025
Shares 4,704 Value ($000) $919 Avg Close — Range —
Q4 2024
Shares 775 Value ($000) $470 Avg Close — Range —
Q4 2017
Shares 2,837 Value ($000) $411 Avg Close — Range —