Keystone Financial Group (Kentucky)’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$919K	Buy	+4,704	New	+$919K	0.08%	162
2025 Q1	–	Sell	-775	Closed	-$470K	–	403
2024 Q4	$470K	Buy	+775	New	+$470K	0.05%	220
2018 Q1	–	Sell	-2,837	Closed	-$411K	–	170
2017 Q4	$411K	Buy	+2,837	New	+$411K	0.26%	73