Key Financial Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
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|
2025
Q1 | $148K | Hold |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $146K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $128K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $155K | Buy |
|