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

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Keystone Wealth Services's IWV Position: Q1 2025 in Review

Keystone Wealth Services sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 615 shares — an estimated $206K sold.

Keystone Wealth Services first reported a position in IWV in Q4 2021 and held it in 10 quarters. The position peaked at $254K in Q2 2024. 805 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Keystone Wealth Services reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
Keystone Wealth Services sold 615 iShares Russell 3000 ETF shares in Q1 2025, an estimated $206K.
Keystone Wealth Services first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 10 quarters.
Keystone Wealth Services's iShares Russell 3000 ETF position peaked at $254K in Q2 2024.
805 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Keystone Wealth Services's 13F filing for Q1 2025, filed 17 Apr 2025.