Key Financial Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
5,016
+170
| +4% | +$36.7K | 0.22% | 87 |
|
|
2025
Q1 | $967K | Buy |
4,846
+179
| +4% | +$35.7K | 0.21% | 84 |
|
|
2024
Q4 | $1.03M | Buy |
4,667
+76
| +2% | +$16.8K | 0.23% | 77 |
|
|
2024
Q3 | $1.01M | Hold |
4,591
| – | – | 0.22% | 82 |
|
|
2024
Q2 | $931K | Sell |
4,591
-46
| -1% | -$9.33K | 0.22% | 79 |
|
|
2024
Q1 | $975K | Hold |
4,637
| – | – | 0.25% | 72 |
|
|
2023
Q4 | $931K | Hold |
4,637
| – | – | 0.25% | 75 |
|
|
2023
Q3 | $820K | Buy |
4,637
+166
| +4% | +$29.3K | 0.28% | 74 |
|
|
2023
Q2 | $837K | Buy |
4,471
+627
| +16% | +$117K | 0.28% | 70 |
|
|
2023
Q1 | $686K | Buy |
3,844
+34
| +0.9% | +$6.07K | 0.25% | 76 |
|
|
2022
Q4 | $628K | Hold |
3,810
| – | – | 0.3% | 61 |
|
|
2022
Q3 | $628K | Buy |
3,810
+145
| +4% | +$23.9K | 0.3% | 61 |
|
|
2022
Q2 | $628K | Buy |
3,665
+201
| +6% | +$34.4K | 0.34% | 53 |
|
|
2022
Q1 | $711K | Buy |
3,464
+136
| +4% | +$27.9K | 0.35% | 52 |
|
|
2021
Q4 | $740K | Buy |
3,328
+85
| +3% | +$18.9K | 0.37% | 53 |
|
|
2021
Q3 | $709K | Hold |
3,243
| – | – | 0.4% | 48 |
|
|
2021
Q2 | $717K | Sell |
3,243
-16
| -0.5% | -$3.54K | 0.4% | 48 |
|
|
2021
Q1 | $720K | Sell |
3,259
-633
| -16% | -$140K | 0.47% | 40 |
|
|
2020
Q4 | $763K | Sell |
3,892
-302
| -7% | -$59.2K | 0.57% | 33 |
|
|
2020
Q3 | $628K | Sell |
4,194
-116
| -3% | -$17.4K | 0.64% | 37 |
|
|
2020
Q2 | $608K | Hold |
4,310
| – | – | 0.7% | 35 |
|
|
2020
Q1 | $496K | Buy |
4,310
+908
| +27% | +$104K | 0.51% | 36 |
|
|
2019
Q4 | $564K | Buy |
+3,402
| New | +$564K | 0.53% | 47 |
|