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Keystone Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Keystone Wealth Services’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
Q1 		$1.62M Sell
6,532
-2
-0% -$516 0.35% 71
2025
Q4 		$1.61M Sell
6,534
-106
-2% -$26.1K 0.34% 61
2025
Q3 		$1.61M Sell
6,640
-53
-0.8% -$12.2K 0.35% 64
2025
Q2 		$1.44M Sell
6,693
-18
-0.3% -$3.62K 0.35% 67
2025
Q1 		$1.34M Sell
6,711
-142
-2% -$30.8K 0.36% 66
2024
Q4 		$1.51M Buy
6,853
+67
+1% +$15.3K 0.4% 56
2024
Q3 		$1.5M Buy
6,786
+249
+4% +$53.3K 0.41% 56
2024
Q2 		$1.33M Sell
6,537
-205
-3% -$41.4K 0.41% 61
2024
Q1 		$1.42M Buy
6,742
+15
+0.2% +$2.99K 0.46% 52
2023
Q4 		$1.35M Sell
6,727
-1,255
-16% -$225K 0.46% 50
2023
Q3 		$1.41M Sell
7,982
-547
-6% -$103K 0.54% 43
2023
Q2 		$1.6M Buy
8,529
+120
+1% +$21.4K 0.6% 39
2023
Q1 		$1.5M Sell
8,409
-382
-4% -$70.3K 0.61% 35
2022
Q4 		$1.53M Buy
8,791
+950
+12% +$169K 0.67% 35
2022
Q3 		$1.29M Buy
7,841
+294
+4% +$53.6K 0.61% 37
2022
Q2 		$1.28M Sell
7,547
-549
-7% -$101K 0.57% 39
2022
Q1 		$1.66M Buy
8,096
+3,047
+60% +$622K 0.66% 34
2021
Q4 		$1.12M Buy
+5,049
New +$1.14M 0.46% 56

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Keystone Wealth Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q1 2026, selling an estimated $516 and leaving 6,532 shares worth $1.62M. The position accounts for 0.35% of the portfolio, ranked #71.

Keystone Wealth Services first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Keystone Wealth Services held 6,532 shares of iShares Russell 2000 ETF worth $1.62M as of Q1 2026.
  • Keystone Wealth Services sold 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
  • iShares Russell 2000 ETF made up 0.35% of Keystone Wealth Services's portfolio in Q1 2026, its #71 holding.
  • Keystone Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's iShares Russell 2000 ETF position peaked at $1.66M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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