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Keystone Financial Services (Colorado)’s iShares Core S&P 500 ETF IVV Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.3M Buy
55,611
+15,543
+39% +$10.6M 10.66% 1
2025
Q4 		$27.4M Buy
40,068
+2,092
+6% +$1.42M 8.28% 1
2025
Q3 		$25.4M Sell
37,976
-406
-1% -$261K 7.88% 3
2025
Q2 		$23.8M Sell
38,382
-34,607
-47% -$19.9M 8.11% 2
2025
Q1 		$41M Sell
72,989
-10,775
-13% -$6.36M 15.63% 1
2024
Q4 		$49.3M Buy
83,764
+843
+1% +$499K 18.88% 1
2024
Q3 		$47.8M Sell
82,921
-9,598
-10% -$5.34M 18.55% 1
2024
Q2 		$50.6M Sell
92,519
-23,807
-20% -$12.5M 20.98% 1
2024
Q1 		$61.2M Sell
116,326
-20,841
-15% -$10.4M 26.68% 1
2023
Q4 		$65.5M Buy
137,167
+13,780
+11% +$6.17M 30.96% 1
2023
Q3 		$53M Buy
123,387
+20,811
+20% +$9.31M 28.05% 1
2023
Q2 		$45.7M Buy
102,576
+22
+0% +$9.27K 23.35% 1
2023
Q1 		$42.2M Sell
102,554
-823
-0.8% -$330K 22.58% 1
2022
Q4 		$42.2M Sell
103,377
-1,404
-1% -$542K 22.7% 1
2022
Q3 		$40M Buy
104,781
+325
+0.3% +$130K 23.23% 1
2022
Q2 		$42.9M Buy
104,456
+5,484
+6% +$2.26M 23.31% 1
2022
Q1 		$39.6M Buy
98,972
+33,690
+52% +$15.1M 22.8% 1
2021
Q4 		$31.1M Buy
+65,282
New +$30.1M 15.98% 2

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Keystone Financial Services (Colorado)'s IVV Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q1 2026, buying an estimated $10.6M and bringing the position to 55,611 shares worth $36.3M. The position accounts for 10.66% of the portfolio, ranked #1.

Keystone Financial Services (Colorado) first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $65.5M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Keystone Financial Services (Colorado) held 55,611 shares of iShares Core S&P 500 ETF worth $36.3M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 15,543 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.6M.
  • iShares Core S&P 500 ETF made up 10.66% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #1 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares Core S&P 500 ETF position peaked at $65.5M in Q4 2023.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.