iShares Russell 3000 Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $247k | 824 | 300.08 |
| 2023-12-31 | $246k | 899 | 273.74 |
| 2023-09-30 | $220k | 899 | 245.06 |
| 2023-06-30 | $229k | 899 | 254.48 |
| 2023-03-31 | $212k | 899 | 235.41 |
| 2022-03-31 | $236k | 899 | 262.51 |
| 2021-12-31 | $249k | 899 | 276.97 |