KCFA
Key Client Fiduciary Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,646
+108
| +4% | +$26.6K | 0.26% | 83 |
|
|
2025
Q1 | $535K | Sell |
2,538
-27
| -1% | -$5.7K | 0.24% | 92 |
|
|
2024
Q4 | $603K | Buy |
2,565
+3
| +0.1% | +$706 | 0.27% | 85 |
|
|
2024
Q3 | $564K | Buy |
2,562
+3
| +0.1% | +$660 | 0.25% | 89 |
|
|
2024
Q2 | $549K | Buy |
2,559
+3
| +0.1% | +$644 | 0.27% | 84 |
|
|
2024
Q1 | $499K | Buy |
2,556
+143
| +6% | +$27.9K | 0.26% | 89 |
|
|
2023
Q4 | $423K | Sell |
2,413
-410
| -15% | -$71.9K | 0.25% | 101 |
|
|
2023
Q3 | $434K | Buy |
2,823
+32
| +1% | +$4.92K | 0.27% | 92 |
|
|
2023
Q2 | $443K | Buy |
2,791
+129
| +5% | +$20.5K | 0.26% | 90 |
|
|
2023
Q1 | $370K | Buy |
2,662
+84
| +3% | +$11.7K | 0.23% | 100 |
|
|
2022
Q4 | $311K | Sell |
2,578
-854
| -25% | -$103K | 0.21% | 108 |
|
|
2022
Q3 | $410K | Sell |
3,432
-137
| -4% | -$16.4K | 0.37% | 54 |
|
|
2022
Q2 | $447K | Sell |
3,569
-394
| -10% | -$49.3K | 0.44% | 51 |
|
|
2022
Q1 | $630K | Sell |
3,963
-79
| -2% | -$12.6K | 0.5% | 48 |
|
|
2021
Q4 | $701K | Buy |
+4,042
| New | +$701K | 0.58% | 44 |
|