ISHARES TR

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

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

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

Q4 2025
Shares 100,934 Value ($000) $21,405 Avg Close — Range —
Q3 2025
Shares 93,830 Value ($000) $19,377 Avg Close — Range —
Q2 2025
Shares 91,593 Value ($000) $17,899 Avg Close — Range —
Q1 2025
Shares 75,227 Value ($000) $14,337 Avg Close — Range —
Q4 2024
Shares 53,466 Value ($000) $10,206 Avg Close — Range —
Q3 2024
Shares 52,706 Value ($000) $10,392 Avg Close — Range —
Q2 2024
Shares 53,044 Value ($000) $9,655 Avg Close — Range —
Q1 2024
Shares 51,177 Value ($000) $9,560 Avg Close — Range —