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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Buy	21,111 +17,283	+451%	+$2.08M	0.16%	110
2025 Q4	$472K	Buy	3,828 +295	+8%	+$36.1K	0.03%	270
2025 Q3	$427K	Sell	3,533 -29	-0.8%	-$3.33K	0.03%	260
2025 Q2	$392K	Sell	3,562 -137	-4%	-$13.6K	0.04%	264
2025 Q1	$343K	Buy	3,699 +144	+4%	+$14.5K	0.03%	267
2024 Q4	$361K	Sell	3,555 -1,760	-33%	-$176K	0.04%	264
2024 Q3	$509K	Buy	+5,315	New	+$491K	0.07%	188
2024 Q2	–	Sell	-6,019	Closed	-$508K	–	233
2024 Q1	$508K	Buy	+6,019	New	+$484K	0.07%	175
2022 Q3	–	Sell	-3,587	Closed	-$216K	–	294
2022 Q2	$216K	Hold	3,587	–	–	0.04%	260
2022 Q1	$274K	Buy	+3,587	New	+$269K	0.05%	242

Other funds holding IVW

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its iShares S&P 500 Growth ETF (IVW) stake by 451% in Q1 2026, buying an estimated $2.08M and bringing the position to 21,111 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #110.

Keystone Financial Group (Kentucky) first reported a position in IVW in Q1 2022 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Keystone Financial Group (Kentucky) held 21,111 shares of iShares S&P 500 Growth ETF worth $2.39M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 17,283 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.08M.
iShares S&P 500 Growth ETF made up 0.16% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #110 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 10 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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