Key Financial Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
1,795
| – | – | 0.03% | 316 |
|
|
2025
Q1 | $148K | Hold |
1,795
| – | – | 0.03% | 305 |
|
|
2024
Q4 | $142K | Hold |
1,795
| – | – | 0.03% | 303 |
|
|
2024
Q3 | $146K | Hold |
1,795
| – | – | 0.03% | 288 |
|
|
2024
Q2 | $134K | Hold |
1,795
| – | – | 0.03% | 288 |
|
|
2024
Q1 | $137K | Hold |
1,795
| – | – | 0.03% | 265 |
|
|
2023
Q4 | $126K | Hold |
1,795
| – | – | 0.03% | 265 |
|
|
2023
Q3 | $117K | Hold |
1,795
| – | – | 0.04% | 262 |
|
|
2023
Q2 | $121K | Hold |
1,795
| – | – | 0.04% | 263 |
|
|
2023
Q1 | $117K | Sell |
1,795
-416
| -19% | -$27.1K | 0.04% | 261 |
|
|
2022
Q4 | $128K | Hold |
2,211
| – | – | 0.06% | 217 |
|
|
2022
Q3 | $128K | Hold |
2,211
| – | – | 0.06% | 220 |
|
|
2022
Q2 | $138K | Hold |
2,211
| – | – | 0.07% | 201 |
|
|
2022
Q1 | $154K | Hold |
2,211
| – | – | 0.08% | 199 |
|
|
2021
Q4 | $155K | Buy |
+2,211
| New | +$155K | 0.08% | 174 |
|