Key Financial Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.6K | Buy |
|
|||||
|
2025
Q2 | $43.4K | Sell |
|
|||||
|
2025
Q1 | $97.7K | Buy |
|
|||||
|
2024
Q4 | $101K | Buy |
|
|||||
|
2024
Q3 | $93.4K | Hold |
|
|||||
|
2024
Q2 | $85.9K | Buy |
|
|||||
|
2024
Q1 | $32.6K | Hold |
|
|||||
|
2023
Q4 | $30.2K | Hold |
|
|||||
|
2023
Q3 | $26.9K | Hold |
|
|||||
|
2023
Q2 | $28.3K | Hold |
|
|||||
|
2023
Q1 | $27.1K | Hold |
|
|||||
|
2022
Q4 | $24.1K | Hold |
|
|||||
|
2022
Q3 | $24K | Hold |
|
|||||
|
2022
Q2 | $25K | Buy |
|
|||||
|
2022
Q1 | $10K | Sell |
|
|||||
|
2021
Q4 | $67K | Hold |
|
|||||
|
2021
Q3 | $63K | Hold |
|
|||||
|
2021
Q2 | $64K | Buy |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $4K | Buy |
|