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
2025 Q3	$392K	Hold
2025 Q2	$392K	Sell
2025 Q1	$343K	Buy
2024 Q4	$361K	Sell
2024 Q3	$509K	Buy
2024 Q2	–	Sell
2024 Q1	$508K	Buy
2022 Q3	–	Sell
2022 Q2	$216K	Hold
2022 Q1	$274K	Buy