Keystone Financial Group (Kentucky)’s iShares Russell 2000 ETF IWM Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28M	Buy	10,925 +1,390	+15%	+$391K	0.19%	98
2026 Q1	$2.36M	Buy	9,535 +8,715	+1,063%	+$2.25M	0.16%	112
2025 Q4	$202K	Buy	+820	New	+$202K	0.01%	433
2022 Q2	–	Sell	-1,290	Closed	-$265K	–	297
2022 Q1	$265K	Sell	1,290 -383	-23%	-$78.1K	0.05%	246
2021 Q4	$372K	Buy	+1,673	New	+$378K	0.06%	205
2018 Q1	–	Sell	-2,318	Closed	-$351K	–	171
2017 Q4	$351K	Buy	+2,318	New	+$348K	0.22%	83

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IWM Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, buying an estimated $391K and bringing the position to 10,925 shares worth $3.28M. The position accounts for 0.19% of the portfolio, ranked #98.

Keystone Financial Group (Kentucky) first reported a position in IWM in Q4 2017 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Keystone Financial Group (Kentucky) held 10,925 shares of iShares Russell 2000 ETF worth $3.28M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,390 iShares Russell 2000 ETF shares in Q2 2026, an estimated $391K.
iShares Russell 2000 ETF made up 0.19% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #98 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 6 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.