Key Financial Inc’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $903K | Buy |
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|
2023
Q2 | $917K | Hold |
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|
2023
Q1 | $847K | Hold |
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|
2022
Q4 | $742K | Hold |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $797K | Hold |
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|
2022
Q1 | $949K | Buy |
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|
2021
Q4 | $991K | Sell |
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|
2021
Q3 | $965K | Hold |
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|
2021
Q2 | $987K | Hold |
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|
2021
Q1 | $894K | Hold |
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|
2020
Q4 | $846K | Sell |
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|
2020
Q3 | $775K | Sell |
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|
2020
Q2 | $732K | Hold |
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|
2020
Q1 | $622K | Sell |
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|
2019
Q4 | $884K | Buy |
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