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Keystone Wealth Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Keystone Wealth Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$651K Sell
2,867
-71
-2% -$15.9K 0.12% 173
2026
Q1 		$620K Buy
2,938
+743
+34% +$161K 0.13% 166
2025
Q4 		$466K Buy
+2,195
New +$460K 0.1% 157
2025
Q2 		– Sell
-1,286
Closed -$245K – 287
2025
Q1 		$245K Buy
+1,286
New +$249K 0.07% 233

Other funds holding IVE

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keystone Wealth Services's IVE Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares S&P 500 Value ETF (IVE) stake by 2.4% in Q2 2026, selling an estimated $15.9K and leaving 2,867 shares worth $651K. The position accounts for 0.12% of the portfolio, ranked #173.

Keystone Wealth Services first reported a position in IVE in Q1 2025 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Keystone Wealth Services held 2,867 shares of iShares S&P 500 Value ETF worth $651K as of Q2 2026.
  • Keystone Wealth Services sold 71 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $15.9K.
  • iShares S&P 500 Value ETF made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #173 holding.
  • Keystone Wealth Services first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.