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

Keystone Financial Group (Kentucky)’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.85M	Buy	27,706 +2,267	+9%	+$491K	0.4%	50
2025 Q4	$5.39M	Buy	25,439 +21,060	+481%	+$4.41M	0.4%	53
2025 Q3	$904K	Sell	4,379 -325	-7%	-$65.3K	0.07%	176
2025 Q2	$919K	Buy	+4,704	New	+$876K	0.08%	162
2025 Q1	–	Sell	-775	Closed	-$470K	–	403
2024 Q4	$470K	Buy	+775	New	+$154K	0.05%	220
2018 Q1	–	Sell	-2,837	Closed	-$411K	–	170
2017 Q4	$411K	Buy	+2,837	New	+$314K	0.26%	73

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IVE Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares S&P 500 Value ETF (IVE) stake by 8.9% in Q1 2026, buying an estimated $491K and bringing the position to 27,706 shares worth $5.85M. The position accounts for 0.4% of the portfolio, ranked #50.

Keystone Financial Group (Kentucky) first reported a position in IVE in Q4 2017 and has held it in 6 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Keystone Financial Group (Kentucky) held 27,706 shares of iShares S&P 500 Value ETF worth $5.85M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 2,267 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $491K.
iShares S&P 500 Value ETF made up 0.4% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #50 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 6 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.