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
2026 Q2	$202K	Buy	+1,378	New	+$190K	0.04%	323
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Keystone Wealth Services opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,378 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in IWP as recently as Q1 2025.

Keystone Wealth Services first reported a position in IWP in Q4 2021 and has held it in 11 quarters since. The position peaked at $483K in Q4 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Keystone Wealth Services held 1,378 shares of iShares Russell Mid-Cap Growth ETF worth $202K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Keystone Wealth Services position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #323 holding.
Keystone Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 11 quarters since.
Keystone Wealth Services's iShares Russell Mid-Cap Growth ETF position peaked at $483K in Q4 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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