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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Hold	1,276	–	–	0.05%	260
2026 Q1	$242K	Sell	1,276 -42	-3%	-$8.13K	0.05%	270
2025 Q4	$239K	Hold	1,318	–	–	0.05%	226
2025 Q3	$233K	Sell	1,318 -100	-7%	-$16.9K	0.05%	271
2025 Q2	$224K	Sell	1,418 -24	-2%	-$3.57K	0.05%	259
2025 Q1	$218K	Hold	1,442	–	–	0.06%	250
2024 Q4	$237K	Hold	1,442	–	–	0.06%	226
2024 Q3	$241K	Sell	1,442 -1	-0.1%	-$162	0.07%	224
2024 Q2	$220K	Hold	1,443	–	–	0.07%	216
2024 Q1	$229K	Hold	1,443	–	–	0.07%	197
2023 Q4	$224K	Sell	1,443 -1,155	-44%	-$160K	0.08%	198
2023 Q3	$352K	Buy	2,598 +511	+24%	+$73.3K	0.13%	147
2023 Q2	$294K	Hold	2,087	–	–	0.11%	160
2023 Q1	$286K	Hold	2,087	–	–	0.12%	151
2022 Q4	$289K	Sell	2,087 -23	-1%	-$3.25K	0.13%	146
2022 Q3	$272K	Sell	2,110 -6	-0.3%	-$867	0.13%	127
2022 Q2	$288K	Sell	2,116 -14	-0.7%	-$2.08K	0.13%	125
2022 Q1	$344K	Sell	2,130 -57	-3%	-$9.09K	0.14%	125
2021 Q4	$363K	Buy	+2,187	New	+$364K	0.15%	117

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Keystone Wealth Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,276 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #260.

Keystone Wealth Services first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $363K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Keystone Wealth Services held 1,276 shares of iShares Russell 2000 Value ETF worth $282K as of Q2 2026.
Keystone Wealth Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #260 holding.
Keystone Wealth Services first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's iShares Russell 2000 Value ETF position peaked at $363K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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