Keystone Financial Services's ownership history for IVW

Keystone Financial Services currently holds 185.1K shares with a market value of $22.8M. It started holding IVW on 2024-09-30. At its peak, it held 211.0K shares on 2025-03-31. Its highest holding value was $22.8M on 2025-12-31. At its lowest, it held 182.8K shares on 2025-06-30, with a value of $19.5M on 2024-09-30. In the recent 180 days, Keystone Financial Services has increased its shares by 2.3K. In the recent year, Keystone Financial Services has decreased its shares by 19.0K.