Ownership history in Keystone Financial Services · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 294,919 | -56,133 | -16.0% | 6.36% | $21.1M | $71.41 |
| 2025 Q3 | ADDED | 351,052 | +6,623 | +1.9% | 7.38% | $23.8M | $66.32 |
| 2025 Q2 | ADDED | 344,429 | +140,213 | +68.7% | 7.44% | $21.9M | $62.07 |
| 2025 Q1 | REDUCED | 204,216 | -66,287 | -24.5% | 4.59% | $12.0M | $56.40 |
| 2024 Q4 | ADDED | 270,503 | +6,322 | +2.4% | 5.43% | $14.2M | $50.21 |
| 2024 Q3 | ADDED | 264,181 | +154,468 | +140.8% | 5.89% | $15.2M | $54.12 |
| 2024 Q2 | REDUCED | 109,713 | -80,383 | -42.3% | 2.41% | $5.8M | $49.90 |
| 2024 Q1 | REDUCED | 190,096 | -60,728 | -24.2% | 4.51% | $10.3M | $49.76 |
| 2023 Q4 | REDUCED | 250,824 | -40,270 | -13.8% | 6.17% | $13.1M | $47.66 |
| 2023 Q3 | ADDED | 291,094 | +92,077 | +46.3% | 7.54% | $14.2M | $43.94 |
As of 2025 Q4 — sorted by position size