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
2026 Q1	$129K	Hold	1,395	–	–	0.02%	363
2025 Q4	$128K	Hold	1,395	–	–	0.02%	356
2025 Q3	$123K	Sell	1,395 -400	-22%	-$34.3K	0.02%	358
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%	-$27.3K	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	+$151K	0.08%	174