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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
Q2 		$1.97M Buy
6,573
+41
+0.6% +$11.5K 0.37% 68
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Keystone Wealth Services increased its iShares Russell 2000 ETF (IWM) stake by 0.63% in Q2 2026, buying an estimated $11.5K and bringing the position to 6,573 shares worth $1.97M. The position accounts for 0.37% of the portfolio, ranked #68.

Keystone Wealth Services first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Keystone Wealth Services held 6,573 shares of iShares Russell 2000 ETF worth $1.97M as of Q2 2026.
  • Keystone Wealth Services bought 41 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Russell 2000 ETF made up 0.37% of Keystone Wealth Services's portfolio in Q2 2026, its #68 holding.
  • Keystone Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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