ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,573 Value ($000) $1,803 Avg Close — Range —
Q3 2025
Shares 8,264 Value ($000) $1,683 Avg Close — Range —
Q2 2025
Shares 8,253 Value ($000) $1,603 Avg Close — Range —
Q1 2025
Shares 8,882 Value ($000) $1,671 Avg Close — Range —
Q4 2024
Shares 8,870 Value ($000) $1,642 Avg Close — Range —
Q3 2024
Shares 9,250 Value ($000) $1,756 Avg Close — Range —
Q2 2024
Shares 8,583 Value ($000) $1,498 Avg Close — Range —
Q1 2024
Shares 8,573 Value ($000) $1,535 Avg Close — Range —
Q4 2023
Shares 8,560 Value ($000) $1,415 Avg Close — Range —
Q3 2023
Shares 8,598 Value ($000) $1,305 Avg Close — Range —
Q2 2023
Shares 8,598 Value ($000) $1,357 Avg Close — Range —
Q1 2023
Shares 8,586 Value ($000) $1,307 Avg Close — Range —
Q4 2022
Shares 8,572 Value ($000) $1,300 Avg Close — Range —
Q3 2022
Shares 8,448 Value ($000) $1,149 Avg Close — Range —
Q2 2022
Shares 8,448 Value ($000) $1,225 Avg Close — Range —
Q1 2022
Shares 9,203 Value ($000) $1,527 Avg Close — Range —
Q4 2021
Shares 6,403 Value ($000) $1,075 Avg Close — Range —