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

Keystone Wealth Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Hold
1,197
– – 0.09% 205
2026
Q1 		$376K Hold
1,197
– – 0.08% 219
2025
Q4 		$387K Hold
1,197
– – 0.08% 180
2025
Q3 		$383K Hold
1,197
– – 0.08% 216
2025
Q2 		$342K Hold
1,197
– – 0.08% 212
2025
Q1 		$306K Hold
1,197
– – 0.08% 203
2024
Q4 		$345K Hold
1,197
– – 0.09% 187
2024
Q3 		$340K Hold
1,197
– – 0.09% 189
2024
Q2 		$314K Hold
1,197
– – 0.1% 171
2024
Q1 		$324K Hold
1,197
– – 0.11% 164
2023
Q4 		$302K Sell
1,197
-378
-24% -$85.2K 0.1% 169
2023
Q3 		$353K Buy
1,575
+316
+25% +$75.6K 0.13% 146
2023
Q2 		$306K Hold
1,259
– – 0.11% 153
2023
Q1 		$286K Hold
1,259
– – 0.12% 152
2022
Q4 		$270K Sell
1,259
-8
-0.6% -$1.75K 0.12% 157
2022
Q3 		$262K Hold
1,267
– – 0.12% 132
2022
Q2 		$261K Sell
1,267
-42
-3% -$9.37K 0.12% 137
2022
Q1 		$335K Sell
1,309
-709
-35% -$181K 0.13% 128
2021
Q4 		$591K Buy
+2,018
New +$608K 0.24% 86

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Keystone Wealth Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,197 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #205.

Keystone Wealth Services first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $591K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Keystone Wealth Services held 1,197 shares of iShares Russell 2000 Growth ETF worth $472K as of Q2 2026.
  • Keystone Wealth Services left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.09% of Keystone Wealth Services's portfolio in Q2 2026, its #205 holding.
  • Keystone Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares Russell 2000 Growth ETF position peaked at $591K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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