Key Financial Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $544K | Hold |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $480K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $97K | Buy |
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