ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 8,975 Value ($000) $1,507 Avg Close — Range —
Q3 2025
Shares 9,938 Value ($000) $1,635 Avg Close — Range —
Q2 2025
Shares 9,890 Value ($000) $1,488 Avg Close — Range —
Q1 2025
Shares 9,802 Value ($000) $1,246 Avg Close — Range —
Q4 2024
Shares 9,921 Value ($000) $1,382 Avg Close — Range —
Q3 2024
Shares 10,171 Value ($000) $1,342 Avg Close — Range —
Q1 2024
Shares 10,361 Value ($000) $1,214 Avg Close — Range —
Q4 2023
Shares 10,327 Value ($000) $1,075 Avg Close — Range —
Q3 2023
Shares 12,302 Value ($000) $1,167 Avg Close — Range —
Q2 2023
Shares 22,106 Value ($000) $2,158 Avg Close — Range —
Q4 2022
Shares 27,149 Value ($000) $2,213 Avg Close — Range —
Q3 2022
Shares 27,423 Value ($000) $2,199 Avg Close — Range —
Q2 2022
Shares 26,747 Value ($000) $2,239 Avg Close — Range —
Q1 2022
Shares 26,120 Value ($000) $2,760 Avg Close — Range —
Q4 2021
Shares 25,995 Value ($000) $3,006 Avg Close — Range —
Q3 2021
Shares 24,736 Value ($000) $2,533 Avg Close — Range —
Q2 2021
Shares 23,427 Value ($000) $2,366 Avg Close — Range —
Q1 2021
Shares 20,817 Value ($000) $1,890 Avg Close — Range —
Q4 2020
Shares 20,161 Value ($000) $1,788 Avg Close — Range —
Q3 2020
Shares 17,573 Value ($000) $1,405 Avg Close — Range —
Q2 2020
Shares 16,277 Value ($000) $1,170 Avg Close — Range —
Q1 2020
Shares 14,544 Value ($000) $830 Avg Close — Range —
Q4 2019
Shares 16,071 Value ($000) $1,087 Avg Close — Range —