Ownership history in Keystone Wealth Services, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC 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 | ADDED | 33,251 | +636 | +2.0% | 0.86% | $4.1M | $123.15 |
| 2025 Q3 | ADDED | 32,615 | +15,016 | +85.3% | 0.86% | $3.9M | $120.49 |
| 2025 Q2 | REDUCED | 17,599 | -1,735 | -9.0% | 0.47% | $1.9M | $109.76 |
| 2025 Q1 | REDUCED | 19,334 | -571 | -2.9% | 0.49% | $1.8M | $92.44 |
| 2024 Q4 | ADDED | 19,905 | +863 | +4.5% | 0.54% | $2.0M | $100.99 |
| 2024 Q3 | ADDED | 19,042 | +2,877 | +17.8% | 0.50% | $1.8M | $95.12 |
| 2024 Q2 | ADDED | 16,165 | +1,577 | +10.8% | 0.47% | $1.5M | $91.79 |
| 2024 Q1 | ADDED | 14,588 | +531 | +3.8% | 0.40% | $1.2M | $83.69 |
| 2023 Q4 | REDUCED | 14,057 | -1,045 | -6.9% | 0.36% | $1.1M | $74.36 |
| 2023 Q3 | ADDED | 15,102 | +11,294 | +296.6% | 0.39% | $1.0M | $67.55 |
As of 2025 Q4 — sorted by position size