Key Financial Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.45M | Hold |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.37M | Hold |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $680K | Hold |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $721K | Sell |
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|
2022
Q1 | $818K | Hold |
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|
2021
Q4 | $828K | Sell |
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|
2021
Q3 | $784K | Hold |
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|
2021
Q2 | $801K | Hold |
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|
2021
Q1 | $759K | Hold |
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|
2020
Q4 | $685K | Buy |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $521K | Hold |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $688K | Buy |
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