Keystone Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Keystone Wealth Services’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$369K	Buy	1,034 +1	+0.1%	+$373	0.08%	223
2025 Q4	$386K	Sell	1,033 -17	-2%	-$6.3K	0.08%	181
2025 Q3	$384K	Buy	1,050 +1	+0.1%	+$352	0.08%	215
2025 Q2	$356K	Buy	1,049 +1	+0.1%	+$314	0.09%	208
2025 Q1	$321K	Buy	1,048 +2	+0.2%	+$647	0.09%	196
2024 Q4	$337K	Buy	1,046 +1	+0.1%	+$324	0.09%	191
2024 Q3	$328K	Buy	1,045 +2	+0.2%	+$606	0.09%	197
2024 Q2	$310K	Buy	1,043 +1	+0.1%	+$287	0.1%	175
2024 Q1	$300K	Buy	1,042 +2	+0.2%	+$548	0.1%	171
2023 Q4	$273K	Buy	1,040 +4	+0.4%	+$979	0.09%	178
2023 Q3	$243K	Buy	1,036 +19	+2%	+$4.65K	0.09%	178
2023 Q2	$248K	Buy	1,017 +1	+0.1%	+$230	0.09%	177
2023 Q1	$229K	Buy	1,016 +2	+0.2%	+$440	0.09%	174
2022 Q4	$213K	Buy	+1,014	New	+$215K	0.09%	176

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Keystone Wealth Services's IWB Position: Q1 2026 in Review

Keystone Wealth Services increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q1 2026, buying an estimated $373 and bringing the position to 1,034 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #223.

Keystone Wealth Services first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $386K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Keystone Wealth Services held 1,034 shares of iShares Russell 1000 ETF worth $369K as of Q1 2026.
Keystone Wealth Services bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.08% of Keystone Wealth Services's portfolio in Q1 2026, its #223 holding.
Keystone Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's iShares Russell 1000 ETF position peaked at $386K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.