Keystone Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Keystone Wealth Services’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	$4.72M	Buy	34,315 +1,922	+6%	+$254K	0.88%	26
2026 Q1	$3.66M	Sell	32,393 -858	-3%	-$103K	0.78%	28
2025 Q4	$4.1M	Buy	33,251 +636	+2%	+$77.8K	0.86%	25
2025 Q3	$3.94M	Buy	32,615 +15,016	+85%	+$1.73M	0.86%	23
2025 Q2	$1.94M	Sell	17,599 -1,735	-9%	-$172K	0.47%	49
2025 Q1	$1.79M	Sell	19,334 -571	-3%	-$57.6K	0.49%	46
2024 Q4	$2.02M	Buy	19,905 +863	+5%	+$86.1K	0.54%	40
2024 Q3	$1.82M	Buy	19,042 +2,877	+18%	+$266K	0.5%	46
2024 Q2	$1.5M	Buy	16,165 +1,577	+11%	+$136K	0.47%	50
2024 Q1	$1.23M	Buy	14,588 +531	+4%	+$42.7K	0.4%	60
2023 Q4	$1.06M	Sell	14,057 -1,045	-7%	-$74.4K	0.36%	67
2023 Q3	$1.03M	Buy	+15,102	New	+$1.07M	0.39%	66
2023 Q1	–	Sell	-3,808	Closed	-$223K	–	196
2022 Q4	$223K	Buy	3,808 +39	+1%	+$2.34K	0.1%	170
2022 Q3	$218K	Sell	3,769 -114	-3%	-$7.41K	0.1%	150
2022 Q2	$234K	Buy	3,883 +35	+0.9%	+$2.32K	0.1%	149
2022 Q1	$294K	Buy	3,848 +88	+2%	+$6.61K	0.12%	137
2021 Q4	$315K	Buy	+3,760	New	+$303K	0.13%	130

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Keystone Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2026, buying an estimated $254K and bringing the position to 34,315 shares worth $4.72M. The position accounts for 0.88% of the portfolio, ranked #26.

Keystone Wealth Services first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Keystone Wealth Services held 34,315 shares of iShares S&P 500 Growth ETF worth $4.72M as of Q2 2026.
Keystone Wealth Services bought 1,922 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $254K.
iShares S&P 500 Growth ETF made up 0.88% of Keystone Wealth Services's portfolio in Q2 2026, its #26 holding.
Keystone Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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