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iShares S&P SmallCap 600 Index shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 3.6k 110.53
2023-12-31 $385k 3.6k 108.24
2023-09-30 $354k 3.8k 94.33
2023-06-30 $392k 3.9k 99.65
2023-03-31 $971k 10k 96.70
2022-12-31 $1.1M 11k 94.64
2022-09-30 $1.3M 15k 87.19
2022-06-30 $1.1M 12k 92.39
2022-03-31 $2.3M 21k 107.87
2021-12-31 $2.8M 24k 114.52

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index