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

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

Historical chart of Keystone Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2022-03-31 $10M 95k 107.88
2021-12-31 $10M 87k 114.51
2021-09-30 $8.9M 81k 109.19
2021-06-30 $8.5M 75k 112.98
2021-03-31 $7.2M 67k 108.53
2020-12-31 $6.3M 68k 91.90

More positions owned by Keystone Wealth Partners

Vanguard Short-Term Treasury ETF Common Stock (VGSH)
Ishares Core S&p 500 Etf Common Stock (IVV)
Ishares S&p Midcap 400 Va Common Stock (IJJ)
Vanguard Mid-Cap VIPERs Common Stock (VO)
Vanguard Tax-managed Intl Common Stock (VEA)
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)
Schwab US TIPS ETF Common Stock (SCHP)
Vanguard Short Term Corp Common Stock (VCSH)
Ishares Tr Core S&p Small Common Stock (IJR)
Dfa Tax-managed International Lg Value Common Stock (DFIV)
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)
Vanguard Total Stock Mark Common Stock (VTI)
Vanguard Ttl Bd Mkt Common Stock (BND)
Marathon Petroleum Corp Common Stock (MPC)
Home Depot Common Stock (HD)

View all positions for Keystone Wealth Partners

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index