Key Financial Inc’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
3,759
+50
| +1% | +$17K | 0.26% | 73 |
|
|
2025
Q1 | $1.14M | Hold |
3,709
| – | – | 0.25% | 71 |
|
|
2024
Q4 | $1.19M | Sell |
3,709
-137
| -4% | -$44.1K | 0.27% | 68 |
|
|
2024
Q3 | $1.21M | Hold |
3,846
| – | – | 0.27% | 69 |
|
|
2024
Q2 | $1.14M | Hold |
3,846
| – | – | 0.27% | 66 |
|
|
2024
Q1 | $1.11M | Hold |
3,846
| – | – | 0.28% | 66 |
|
|
2023
Q4 | $1.01M | Hold |
3,846
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $903K | Buy |
3,846
+85
| +2% | +$20K | 0.3% | 69 |
|
|
2023
Q2 | $917K | Hold |
3,761
| – | – | 0.3% | 68 |
|
|
2023
Q1 | $847K | Hold |
3,761
| – | – | 0.31% | 64 |
|
|
2022
Q4 | $742K | Hold |
3,761
| – | – | 0.35% | 54 |
|
|
2022
Q3 | $742K | Sell |
3,761
-35
| -0.9% | -$6.91K | 0.35% | 54 |
|
|
2022
Q2 | $797K | Hold |
3,796
| – | – | 0.43% | 44 |
|
|
2022
Q1 | $949K | Buy |
3,796
+49
| +1% | +$12.3K | 0.47% | 37 |
|
|
2021
Q4 | $991K | Sell |
3,747
-245
| -6% | -$64.8K | 0.5% | 36 |
|
|
2021
Q3 | $965K | Hold |
3,992
| – | – | 0.55% | 34 |
|
|
2021
Q2 | $987K | Hold |
3,992
| – | – | 0.55% | 33 |
|
|
2021
Q1 | $894K | Hold |
3,992
| – | – | 0.59% | 27 |
|
|
2020
Q4 | $846K | Sell |
3,992
-147
| -4% | -$31.2K | 0.63% | 28 |
|
|
2020
Q3 | $775K | Sell |
4,139
-186
| -4% | -$34.8K | 0.79% | 29 |
|
|
2020
Q2 | $732K | Hold |
4,325
| – | – | 0.84% | 27 |
|
|
2020
Q1 | $622K | Sell |
4,325
-628
| -13% | -$90.3K | 0.64% | 30 |
|
|
2019
Q4 | $884K | Buy |
+4,953
| New | +$884K | 0.83% | 28 |
|