Key Financial Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Buy |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $142K | Hold |
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|
2022
Q3 | $142K | Buy |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $157K | Sell |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $170K | Sell |
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|
2021
Q1 | $173K | Hold |
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|
2020
Q4 | $153K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $294K | Buy |
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