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 Q2	$424K	Buy	1,035 +1	+0.1%	+$396	0.08%	220
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Keystone Wealth Services's IWB Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q2 2026, buying an estimated $396 and bringing the position to 1,035 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #220.

Keystone Wealth Services first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Keystone Wealth Services held 1,035 shares of iShares Russell 1000 ETF worth $424K as of Q2 2026.
Keystone Wealth Services bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.08% of Keystone Wealth Services's portfolio in Q2 2026, its #220 holding.
Keystone Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.