KWS
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Keystone Wealth Services’s iShares Russell 3000 ETF IWV Stock Holding History

Keystone Wealth Services’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-615
Closed -$206K – 270
2024
Q4 		$206K Hold
615
– – 0.05% 248
2024
Q3 		$201K Sell
615
-209
-25% -$65.8K 0.06% 246
2024
Q2 		$254K Hold
824
– – 0.08% 197
2024
Q1 		$247K Sell
824
-75
-8% -$21.4K 0.08% 190
2023
Q4 		$246K Hold
899
– – 0.08% 188
2023
Q3 		$220K Hold
899
– – 0.08% 191
2023
Q2 		$229K Hold
899
– – 0.09% 185
2023
Q1 		$212K Buy
+899
New +$208K 0.09% 184
2022
Q2 		– Sell
-899
Closed -$236K – 179
2022
Q1 		$236K Hold
899
– – 0.09% 157
2021
Q4 		$249K Buy
+899
New +$244K 0.1% 154

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Bank of America
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UMC
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
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LPL Financial
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