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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22.6M Buy
2025
Q2
$20.1M Sell
2025
Q1
$19.6M Buy
2024
Q4
$21M Buy
2024
Q3
$19.5M Sell
2024
Q2
$20.7M Buy
2024
Q1
$9.15M Buy
2023
Q4
$4.16M Buy
2023
Q3
$3.63M Buy