Keystone Financial Group (Kentucky)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
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|
2025
Q1 | $6.96M | Buy |
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|
2024
Q4 | $6.84M | Buy |
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|
2024
Q3 | $6.7M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.22M | Buy |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.65M | Sell |
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|
2022
Q1 | $4.43M | Sell |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $5.02M | Buy |
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|
2021
Q2 | $4.92M | Sell |
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|
2021
Q1 | $4.57M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $3.99M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $2.79M | Buy |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.29M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $336K | Buy |
|