Key Financial Inc’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
472
| – | – | 0.03% | 306 |
|
|
2025
Q1 | $150K | Hold |
472
| – | – | 0.03% | 302 |
|
|
2024
Q4 | $158K | Hold |
472
| – | – | 0.04% | 286 |
|
|
2024
Q3 | $154K | Buy |
472
+75
| +19% | +$24.5K | 0.03% | 279 |
|
|
2024
Q2 | $123K | Hold |
397
| – | – | 0.03% | 302 |
|
|
2024
Q1 | $119K | Sell |
397
-35
| -8% | -$10.5K | 0.03% | 289 |
|
|
2023
Q4 | $118K | Hold |
432
| – | – | 0.03% | 279 |
|
|
2023
Q3 | $106K | Hold |
432
| – | – | 0.04% | 274 |
|
|
2023
Q2 | $110K | Hold |
432
| – | – | 0.04% | 271 |
|
|
2023
Q1 | $102K | Hold |
432
| – | – | 0.04% | 278 |
|
|
2022
Q4 | $89.4K | Hold |
432
| – | – | 0.04% | 261 |
|
|
2022
Q3 | $89K | Hold |
432
| – | – | 0.04% | 264 |
|
|
2022
Q2 | $95K | Hold |
432
| – | – | 0.05% | 251 |
|
|
2022
Q1 | $113K | Hold |
432
| – | – | 0.06% | 232 |
|
|
2021
Q4 | $120K | Hold |
432
| – | – | 0.06% | 205 |
|
|
2021
Q3 | $110K | Hold |
432
| – | – | 0.06% | 210 |
|
|
2021
Q2 | $112K | Buy |
432
+258
| +148% | +$66.9K | 0.06% | 211 |
|
|
2021
Q1 | $41K | Hold |
174
| – | – | 0.03% | 308 |
|
|
2020
Q4 | $39K | Buy |
+174
| New | +$39K | 0.03% | 284 |
|