Key Financial Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
9,985
+42
| +0.4% | +$5.83K | 0.28% | 65 |
|
|
2025
Q1 | $1.17M | Hold |
9,943
| – | – | 0.25% | 68 |
|
|
2024
Q4 | $1.26M | Sell |
9,943
-42
| -0.4% | -$5.32K | 0.29% | 65 |
|
|
2024
Q3 | $1.17M | Hold |
9,985
| – | – | 0.26% | 71 |
|
|
2024
Q2 | $1.1M | Hold |
9,985
| – | – | 0.26% | 68 |
|
|
2024
Q1 | $1.14M | Hold |
9,985
| – | – | 0.29% | 65 |
|
|
2023
Q4 | $1.04M | Hold |
9,985
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $912K | Hold |
9,985
| – | – | 0.31% | 67 |
|
|
2023
Q2 | $965K | Buy |
9,985
+805
| +9% | +$77.8K | 0.32% | 64 |
|
|
2023
Q1 | $836K | Buy |
9,180
+914
| +11% | +$83.2K | 0.3% | 65 |
|
|
2022
Q4 | $648K | Hold |
8,266
| – | – | 0.31% | 59 |
|
|
2022
Q3 | $648K | Hold |
8,266
| – | – | 0.3% | 59 |
|
|
2022
Q2 | $664K | Hold |
8,266
| – | – | 0.36% | 48 |
|
|
2022
Q1 | $831K | Buy |
8,266
+64
| +0.8% | +$6.43K | 0.41% | 43 |
|
|
2021
Q4 | $945K | Sell |
8,202
-234
| -3% | -$27K | 0.47% | 37 |
|
|
2021
Q3 | $945K | Hold |
8,436
| – | – | 0.53% | 35 |
|
|
2021
Q2 | $964K | Hold |
8,436
| – | – | 0.54% | 34 |
|
|
2021
Q1 | $861K | Hold |
8,436
| – | – | 0.57% | 30 |
|
|
2020
Q4 | $866K | Sell |
8,436
-76
| -0.9% | -$7.8K | 0.64% | 27 |
|
|
2020
Q3 | $736K | Sell |
8,512
-1,344
| -14% | -$116K | 0.75% | 33 |
|
|
2020
Q2 | $766K | Sell |
9,856
-238
| -2% | -$18.5K | 0.88% | 26 |
|
|
2020
Q1 | $626K | Sell |
10,094
-912
| -8% | -$56.6K | 0.64% | 29 |
|
|
2019
Q4 | $840K | Buy |
+11,006
| New | +$840K | 0.79% | 29 |
|