Key Financial Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4K | Sell |
472
-677
| -59% | -$62.3K | 0.01% | 529 |
|
|
2025
Q1 | $97.7K | Buy |
1,149
+5
| +0.4% | +$425 | 0.02% | 365 |
|
|
2024
Q4 | $101K | Buy |
1,144
+84
| +8% | +$7.43K | 0.02% | 351 |
|
|
2024
Q3 | $93.4K | Hold |
1,060
| – | – | 0.02% | 361 |
|
|
2024
Q2 | $85.9K | Buy |
1,060
+672
| +173% | +$54.5K | 0.02% | 362 |
|
|
2024
Q1 | $32.6K | Hold |
388
| – | – | 0.01% | 510 |
|
|
2023
Q4 | $30.2K | Hold |
388
| – | – | 0.01% | 509 |
|
|
2023
Q3 | $26.9K | Hold |
388
| – | – | 0.01% | 505 |
|
|
2023
Q2 | $28.3K | Hold |
388
| – | – | 0.01% | 503 |
|
|
2023
Q1 | $27.1K | Hold |
388
| – | – | 0.01% | 481 |
|
|
2022
Q4 | $24.1K | Hold |
388
| – | – | 0.01% | 462 |
|
|
2022
Q3 | $24K | Hold |
388
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $25K | Buy |
388
+256
| +194% | +$16.5K | 0.01% | 467 |
|
|
2022
Q1 | $10K | Sell |
132
-672
| -84% | -$50.9K | 0.01% | 638 |
|
|
2021
Q4 | $67K | Hold |
804
| – | – | 0.03% | 303 |
|
|
2021
Q3 | $63K | Hold |
804
| – | – | 0.04% | 306 |
|
|
2021
Q2 | $64K | Buy |
804
+752
| +1,446% | +$59.9K | 0.04% | 310 |
|
|
2021
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 622 |
|
|
2020
Q4 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 586 |
|