Key Financial Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
7,691
+5
| +0.1% | +$971 | 0.3% | 63 |
|
|
2025
Q1 | $1.45M | Hold |
7,686
| – | – | 0.31% | 61 |
|
|
2024
Q4 | $1.42M | Buy |
7,686
+39
| +0.5% | +$7.22K | 0.32% | 60 |
|
|
2024
Q3 | $1.45M | Sell |
7,647
-29
| -0.4% | -$5.5K | 0.32% | 58 |
|
|
2024
Q2 | $1.34M | Hold |
7,676
| – | – | 0.32% | 57 |
|
|
2024
Q1 | $1.37M | Hold |
7,676
| – | – | 0.35% | 56 |
|
|
2023
Q4 | $1.27M | Hold |
7,676
| – | – | 0.35% | 57 |
|
|
2023
Q3 | $1.17M | Hold |
7,676
| – | – | 0.39% | 53 |
|
|
2023
Q2 | $1.21M | Buy |
7,676
+14
| +0.2% | +$2.21K | 0.4% | 51 |
|
|
2023
Q1 | $1.17M | Buy |
7,662
+2,664
| +53% | +$406K | 0.43% | 46 |
|
|
2022
Q4 | $680K | Hold |
4,998
| – | – | 0.32% | 57 |
|
|
2022
Q3 | $680K | Buy |
4,998
+87
| +2% | +$11.8K | 0.32% | 57 |
|
|
2022
Q2 | $721K | Sell |
4,911
-19
| -0.4% | -$2.79K | 0.39% | 46 |
|
|
2022
Q1 | $818K | Hold |
4,930
| – | – | 0.41% | 45 |
|
|
2021
Q4 | $828K | Sell |
4,930
-79
| -2% | -$13.3K | 0.41% | 46 |
|
|
2021
Q3 | $784K | Hold |
5,009
| – | – | 0.44% | 41 |
|
|
2021
Q2 | $801K | Hold |
5,009
| – | – | 0.45% | 41 |
|
|
2021
Q1 | $759K | Hold |
5,009
| – | – | 0.5% | 36 |
|
|
2020
Q4 | $685K | Buy |
5,009
+241
| +5% | +$33K | 0.51% | 37 |
|
|
2020
Q3 | $563K | Buy |
4,768
+92
| +2% | +$10.9K | 0.58% | 42 |
|
|
2020
Q2 | $521K | Hold |
4,676
| – | – | 0.6% | 43 |
|
|
2020
Q1 | $472K | Sell |
4,676
-365
| -7% | -$36.8K | 0.48% | 41 |
|
|
2019
Q4 | $688K | Buy |
+5,041
| New | +$688K | 0.65% | 39 |
|