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Keystone Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Keystone Wealth Services’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,929
Closed -$227K – 288
2025
Q1 		$227K Sell
1,929
-33
-2% -$4.24K 0.06% 242
2024
Q4 		$249K Buy
1,962
+21
+1% +$2.67K 0.07% 223
2024
Q3 		$228K Sell
1,941
-22
-1% -$2.46K 0.06% 231
2024
Q2 		$217K Sell
1,963
-43
-2% -$4.72K 0.07% 218
2024
Q1 		$229K Sell
2,006
-17
-0.8% -$1.84K 0.07% 198
2023
Q4 		$211K Sell
2,023
-1,293
-39% -$123K 0.07% 205
2023
Q3 		$303K Buy
3,316
+1,220
+58% +$117K 0.12% 160
2023
Q2 		$203K Buy
+2,096
New +$191K 0.08% 194
2022
Q2 		– Sell
-2,394
Closed -$241K – 178
2022
Q1 		$241K Sell
2,394
-1,800
-43% -$179K 0.1% 156
2021
Q4 		$483K Buy
+4,194
New +$489K 0.2% 95

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Wealth Services's IWP Position: Q2 2025 in Review

Keystone Wealth Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 1,929 shares — an estimated $227K sold.

Keystone Wealth Services first reported a position in IWP in Q4 2021 and held it in 10 quarters. The position peaked at $483K in Q4 2021. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Keystone Wealth Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 1,929 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $227K.
  • Keystone Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 10 quarters.
  • Keystone Wealth Services's iShares Russell Mid-Cap Growth ETF position peaked at $483K in Q4 2021.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.