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
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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 |
|---|---|---|---|
| 2025-09-30 | $478k | 4.0k | 118.84 |
| 2025-06-30 | $432k | 4.0k | 109.28 |
| 2025-03-31 | $412k | 3.9k | 104.57 |
| 2024-12-31 | $489k | 4.2k | 115.22 |
| 2024-09-30 | $467k | 4.0k | 116.97 |
| 2024-06-30 | $421k | 3.9k | 106.65 |
| 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 |
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