iShares Russell 2000 Index shares owned by Keystone Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Keystone Wealth Partners
from 13F filings
Historical chart of Keystone Wealth Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Keystone Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Keystone Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-03-31 | $246k | 1.2k | 205.00 |
2021-12-31 | $267k | 1.2k | 222.50 |