Keystone Wealth Services’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Buy	40,005 +1,634	+4%	+$53K	0.24%	99
2026 Q1	$1.1M	Sell	38,371 -5,164	-12%	-$156K	0.23%	111
2025 Q4	$1.36M	Buy	43,535 +2,384	+6%	+$73.9K	0.29%	70
2025 Q3	$1.25M	Buy	41,151 +31,675	+334%	+$911K	0.27%	93
2025 Q2	$259K	Sell	9,476 -14,738	-61%	-$367K	0.06%	242
2025 Q1	$577K	Buy	+24,214	New	+$620K	0.16%	134

Other funds holding TOPT

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

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

Keystone Wealth Services increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 4.3% in Q2 2026, buying an estimated $53K and bringing the position to 40,005 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #99.

Keystone Wealth Services first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Keystone Wealth Services held 40,005 shares of iShares Top 20 U.S. Stocks ETF worth $1.32M as of Q2 2026.
Keystone Wealth Services bought 1,634 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $53K.
iShares Top 20 U.S. Stocks ETF made up 0.24% of Keystone Wealth Services's portfolio in Q2 2026, its #99 holding.
Keystone Wealth Services first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Wealth Services's iShares Top 20 U.S. Stocks ETF position peaked at $1.36M in Q4 2025.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

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