iShares Russell 2000 Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 6.6k | 241.94 |
| 2025-06-30 | $1.4M | 6.7k | 215.80 |
| 2025-03-31 | $1.3M | 6.7k | 199.48 |
| 2024-12-31 | $1.5M | 6.9k | 220.95 |
| 2024-09-30 | $1.5M | 6.8k | 220.90 |
| 2024-06-30 | $1.3M | 6.5k | 202.89 |
| 2024-03-31 | $1.4M | 6.7k | 210.29 |
| 2023-12-31 | $1.4M | 6.7k | 200.72 |
| 2023-09-30 | $1.4M | 8.0k | 176.74 |
| 2023-06-30 | $1.6M | 8.5k | 187.27 |
| 2023-03-31 | $1.5M | 8.4k | 178.39 |
| 2022-12-31 | $1.5M | 8.8k | 174.36 |
| 2022-09-30 | $1.3M | 7.8k | 164.90 |
| 2022-06-30 | $1.3M | 7.5k | 169.34 |
| 2022-03-31 | $1.7M | 8.1k | 205.29 |
| 2021-12-31 | $1.1M | 5.0k | 222.42 |