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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Sell	6,836 -520	-7%	-$121K	0.31%	79
2026 Q1	$1.57M	Sell	7,356 -1,217	-14%	-$267K	0.34%	74
2025 Q4	$1.8M	Buy	8,573 +309	+4%	+$63.8K	0.38%	56
2025 Q3	$1.68M	Buy	8,264 +11	+0.1%	+$2.19K	0.37%	62
2025 Q2	$1.6M	Sell	8,253 -629	-7%	-$116K	0.39%	60
2025 Q1	$1.67M	Buy	8,882 +12	+0.1%	+$2.29K	0.45%	53
2024 Q4	$1.64M	Sell	8,870 -380	-4%	-$72.9K	0.43%	52
2024 Q3	$1.76M	Buy	9,250 +667	+8%	+$122K	0.49%	48
2024 Q2	$1.5M	Buy	8,583 +10	+0.1%	+$1.75K	0.47%	49
2024 Q1	$1.54M	Buy	8,573 +13	+0.2%	+$2.2K	0.5%	47
2023 Q4	$1.41M	Sell	8,560 -38	-0.4%	-$5.87K	0.48%	48
2023 Q3	$1.31M	Hold	8,598	–	–	0.5%	48
2023 Q2	$1.36M	Buy	8,598 +12	+0.1%	+$1.83K	0.51%	46
2023 Q1	$1.31M	Buy	8,586 +14	+0.2%	+$2.16K	0.53%	43
2022 Q4	$1.3M	Buy	8,572 +124	+1%	+$18.6K	0.57%	44
2022 Q3	$1.15M	Hold	8,448	–	–	0.54%	41
2022 Q2	$1.23M	Sell	8,448 -755	-8%	-$118K	0.55%	41
2022 Q1	$1.53M	Buy	9,203 +2,800	+44%	+$460K	0.61%	39
2021 Q4	$1.07M	Buy	+6,403	New	+$1.05M	0.44%	60

Other funds holding IWD

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Keystone Wealth Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.1% in Q2 2026, selling an estimated $121K and leaving 6,836 shares worth $1.66M. The position accounts for 0.31% of the portfolio, ranked #79.

Keystone Wealth Services first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Keystone Wealth Services held 6,836 shares of iShares Russell 1000 Value ETF worth $1.66M as of Q2 2026.
Keystone Wealth Services sold 520 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $121K.
iShares Russell 1000 Value ETF made up 0.31% of Keystone Wealth Services's portfolio in Q2 2026, its #79 holding.
Keystone Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's iShares Russell 1000 Value ETF position peaked at $1.8M in Q4 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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