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 Q2	$602K	Sell	4,374 -16,737	-79%	-$2.21M	0.04%	298
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 $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IVW Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares S&P 500 Growth ETF (IVW) stake by 79% in Q2 2026, selling an estimated $2.21M and leaving 4,374 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #298.

Keystone Financial Group (Kentucky) first reported a position in IVW in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Keystone Financial Group (Kentucky) held 4,374 shares of iShares S&P 500 Growth ETF worth $602K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 16,737 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.21M.
iShares S&P 500 Growth ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #298 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s iShares S&P 500 Growth ETF position peaked at $2.39M in Q1 2026.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.