Key Financial Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
10,606
+38
| +0.4% | +$16.1K | 0.91% | 26 |
|
|
2025
Q1 | $3.82M | Sell |
10,568
-49
| -0.5% | -$17.7K | 0.83% | 27 |
|
|
2024
Q4 | $4.26M | Buy |
10,617
+18
| +0.2% | +$7.23K | 0.97% | 24 |
|
|
2024
Q3 | $3.98M | Sell |
10,599
-21
| -0.2% | -$7.88K | 0.88% | 26 |
|
|
2024
Q2 | $3.87M | Buy |
10,620
+430
| +4% | +$157K | 0.93% | 26 |
|
|
2024
Q1 | $3.43M | Sell |
10,190
-59
| -0.6% | -$19.9K | 0.88% | 27 |
|
|
2023
Q4 | $3.11M | Sell |
10,249
-21
| -0.2% | -$6.37K | 0.85% | 24 |
|
|
2023
Q3 | $2.73M | Buy |
10,270
+28
| +0.3% | +$7.45K | 0.92% | 22 |
|
|
2023
Q2 | $2.82M | Buy |
10,242
+21
| +0.2% | +$5.78K | 0.93% | 22 |
|
|
2023
Q1 | $2.5M | Buy |
10,221
+2,578
| +34% | +$630K | 0.91% | 22 |
|
|
2022
Q4 | $1.61M | Hold |
7,643
| – | – | 0.76% | 27 |
|
|
2022
Q3 | $1.61M | Buy |
7,643
+42
| +0.6% | +$8.84K | 0.76% | 27 |
|
|
2022
Q2 | $1.68M | Hold |
7,601
| – | – | 0.91% | 23 |
|
|
2022
Q1 | $2.11M | Hold |
7,601
| – | – | 1.05% | 17 |
|
|
2021
Q4 | $2.32M | Sell |
7,601
-82
| -1% | -$25.1K | 1.16% | 16 |
|
|
2021
Q3 | $2.11M | Sell |
7,683
-1,700
| -18% | -$466K | 1.19% | 15 |
|
|
2021
Q2 | $2.63M | Buy |
9,383
+4,195
| +81% | +$1.18M | 1.47% | 14 |
|
|
2021
Q1 | $1.26M | Hold |
5,188
| – | – | 0.83% | 23 |
|
|
2020
Q4 | $1.25M | Sell |
5,188
-560
| -10% | -$135K | 0.93% | 23 |
|
|
2020
Q3 | $1.25M | Hold |
5,748
| – | – | 1.28% | 21 |
|
|
2020
Q2 | $1.08M | Sell |
5,748
-52
| -0.9% | -$9.81K | 1.24% | 21 |
|
|
2020
Q1 | $886K | Sell |
5,800
-451
| -7% | -$68.9K | 0.91% | 20 |
|
|
2019
Q4 | $1.1M | Buy |
+6,251
| New | +$1.1M | 1.03% | 20 |
|