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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$904K	Sell
2025 Q2	$919K	Buy
2025 Q1	–	Sell
2024 Q4	$470K	Buy
2018 Q1	–	Sell
2017 Q4	$411K	Buy