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iShares S&P 500 Growth Index shares owned by Keystone Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $508k 6.0k 84.43
2022-06-30 $216k 3.6k 60.22
2022-03-31 $274k 3.6k 76.39

More positions owned by Keystone Financial Group

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPLG)
Apple Common Stock (AAPL)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPYG)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYV)
Vanguard S&p MF Closed and MF Open (VOO)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Us MF Closed and MF Open (JQUA)
Berkshire Hathaway Common Stock (BRK.B)
Berkshire Hathaway Common Stock (BRK.A)
Vanguard Value MF Closed and MF Open (VTV)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)

View all positions for Keystone Financial Group

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
BlackRock
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Growth Index