KFGK
IVOV icon

Keystone Financial Group (Kentucky)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Hold
2,498
– – 0.02% 433
2025
Q4 		$252K Buy
2,498
+8
+0.3% +$808 0.02% 387
2025
Q3 		$251K Hold
2,490
– – 0.02% 361
2025
Q2 		$238K Hold
2,490
– – 0.02% 366
2025
Q1 		$229K Hold
2,490
– – 0.02% 348
2024
Q4 		$238K Buy
2,490
+9
+0.4% +$890 0.02% 335
2024
Q3 		$238K Buy
+2,481
New +$227K 0.03% 325
2024
Q2 		– Sell
-2,499
Closed -$227K – 231
2024
Q1 		$227K Hold
2,499
– – 0.03% 306
2023
Q4 		$218K Buy
+2,499
New +$198K 0.04% 275
2023
Q3 		– Sell
-2,492
Closed -$205K – 308
2023
Q2 		$205K Buy
+2,492
New +$194K 0.03% 281

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