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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$265K	Sell
2021 Q4	$372K	Buy
2018 Q1	–	Sell
2017 Q4	$351K	Buy