Keystone Financial Services (Colorado)’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 | $23.8M | Sell |
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|
2025
Q1 | $41M | Sell |
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|
2024
Q4 | $49.3M | Buy |
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|
2024
Q3 | $47.8M | Sell |
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|
2024
Q2 | $50.6M | Sell |
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|
2024
Q1 | $61.2M | Sell |
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|
2023
Q4 | $65.5M | Buy |
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|
2023
Q3 | $53M | Buy |
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|
2023
Q2 | $45.7M | Buy |
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|
2023
Q1 | $42.2M | Sell |
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|
2022
Q4 | $42.2M | Sell |
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|
2022
Q3 | $40M | Buy |
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|
2022
Q2 | $42.9M | Buy |
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|
2022
Q1 | $39.6M | Buy |
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|
2021
Q4 | $31.1M | Buy |
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