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

Keystone Financial Services (Colorado)’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 		$26.9M Sell
195,692
-5,986
-3% -$790K 6.93% 3
2026
Q1 		$22.8M Buy
201,678
+16,571
+9% +$1.99M 6.69% 3
2025
Q4 		$22.8M Sell
185,107
-1,847
-1% -$226K 6.89% 4
2025
Q3 		$22.6M Buy
186,954
+4,135
+2% +$476K 6.99% 5
2025
Q2 		$20.1M Sell
182,819
-28,168
-13% -$2.79M 6.85% 5
2025
Q1 		$19.6M Buy
210,987
+4,307
+2% +$434K 7.46% 4
2024
Q4 		$21M Buy
206,680
+2,546
+1% +$254K 8.03% 3
2024
Q3 		$19.5M Sell
204,134
-19,420
-9% -$1.79M 7.58% 3
2024
Q2 		$20.7M Buy
223,554
+115,196
+106% +$9.93M 8.57% 3
2024
Q1 		$9.15M Buy
108,358
+53,029
+96% +$4.26M 3.99% 8
2023
Q4 		$4.16M Buy
55,329
+2,287
+4% +$163K 1.96% 13
2023
Q3 		$3.63M Buy
+53,042
New +$3.75M 1.92% 13

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keystone Financial Services (Colorado)'s IVW Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, selling an estimated $790K and leaving 195,692 shares worth $26.9M. The position accounts for 6.93% of the portfolio, ranked #3.

Keystone Financial Services (Colorado) first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,134 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Keystone Financial Services (Colorado) held 195,692 shares of iShares S&P 500 Growth ETF worth $26.9M as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 5,986 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $790K.
  • iShares S&P 500 Growth ETF made up 6.93% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #3 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,134 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.