Key Financial Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $148K | Buy |
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