Keystone Financial Group (Kentucky)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Hold |
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|
2025
Q2 | $708K | Buy |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $578K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $538K | Buy |
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|
2022
Q4 | $498K | Hold |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $571K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $560K | Hold |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $526K | Sell |
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|
2020
Q4 | $513K | Buy |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Buy |
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