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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Keystone Wealth Services 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 Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |