Ownership history in Keystone Financial Services · 10 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (IVW). 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 | 185,107 | -1,847 | -1.0% | 6.89% | $22.8M | $123.15 |
| 2025 Q3 | ADDED | 186,954 | +4,135 | +2.3% | 6.99% | $22.6M | $120.49 |
| 2025 Q2 | REDUCED | 182,819 | -28,168 | -13.4% | 6.85% | $20.1M | $109.76 |
| 2025 Q1 | ADDED | 210,987 | +4,307 | +2.1% | 7.46% | $19.6M | $92.44 |
| 2024 Q4 | ADDED | 206,680 | +2,546 | +1.2% | 8.03% | $21.0M | $100.99 |
| 2024 Q3 | REDUCED | 204,134 | -19,420 | -8.7% | 7.58% | $19.5M | $95.12 |
| 2024 Q2 | ADDED | 223,554 | +115,196 | +106.3% | 8.57% | $20.7M | $91.79 |
| 2024 Q1 | ADDED | 108,358 | +53,029 | +95.8% | 3.99% | $9.1M | $83.69 |
| 2023 Q4 | ADDED | 55,329 | +2,287 | +4.3% | 1.96% | $4.2M | $74.36 |
| 2023 Q3 | INITIATED | 53,042 | — | — | 1.92% | $3.6M | — |
As of 2025 Q4 — sorted by position size