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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.34M	Buy	8,595 +157	+2%	+$97.5K	4.06%	7
2025 Q1	$4.74M	Buy	8,438 +2,090	+33%	+$1.17M	4.01%	7
2024 Q4	$3.74M	Buy	+6,348	New	+$3.74M	3.43%	10