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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,448	Closed	-$236K	–	285
2025 Q3	$236K	Hold	2,448	–	–	0.05%	268
2025 Q2	$225K	Hold	2,448	–	–	0.05%	258
2025 Q1	$208K	Hold	2,448	–	–	0.06%	262
2024 Q4	$216K	Hold	2,448	–	–	0.06%	243
2024 Q3	$216K	Buy	+2,448	New	+$206K	0.06%	241
2024 Q2	–	Sell	-2,456	Closed	-$207K	–	234
2024 Q1	$207K	Buy	+2,456	New	+$195K	0.07%	212
2023 Q3	–	Sell	-4,110	Closed	-$300K	–	209
2023 Q2	$300K	Buy	+4,110	New	+$286K	0.11%	156

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Wealth Services's IWR Position: Q4 2025 in Review

Keystone Wealth Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,448 shares — an estimated $236K sold.

Keystone Wealth Services first reported a position in IWR in Q2 2023 and held it in 7 quarters. The position peaked at $300K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Keystone Wealth Services reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Keystone Wealth Services sold 2,448 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $236K.
Keystone Wealth Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
Keystone Wealth Services's iShares Russell Mid-Cap ETF position peaked at $300K in Q2 2023.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.