iShares Russell 2000 Value Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 1.4k | 166.82 |
| 2024-06-30 | $220k | 1.4k | 152.30 |
| 2024-03-31 | $229k | 1.4k | 158.81 |
| 2023-12-31 | $224k | 1.4k | 155.33 |
| 2023-09-30 | $352k | 2.6k | 135.55 |
| 2023-06-30 | $294k | 2.1k | 140.80 |
| 2023-03-31 | $286k | 2.1k | 137.02 |
| 2022-12-31 | $289k | 2.1k | 138.67 |
| 2022-09-30 | $272k | 2.1k | 128.91 |
| 2022-06-30 | $288k | 2.1k | 136.11 |
| 2022-03-31 | $344k | 2.1k | 161.50 |
| 2021-12-31 | $363k | 2.2k | 165.98 |
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