ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Key Financial Inc's Holding History (CIK: 0001801720)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,974 Value ($000) $278 Avg Close Range
Q3 2025
Shares 1,974 Value ($000) $276 Avg Close Range
Q2 2025
Shares 1,970 Value ($000) $260 Avg Close Range
Q1 2025
Shares 2,352 Value ($000) $296 Avg Close Range
Q4 2024
Shares 2,352 Value ($000) $304 Avg Close Range
Q3 2024
Shares 2,352 Value ($000) $311 Avg Close Range
Q2 2024
Shares 2,592 Value ($000) $313 Avg Close Range
Q1 2024
Shares 2,592 Value ($000) $325 Avg Close Range
Q4 2023
Shares 2,626 Value ($000) $305 Avg Close Range
Q3 2023
Shares 2,626 Value ($000) $274 Avg Close Range
Q2 2023
Shares 2,626 Value ($000) $288 Avg Close Range
Q1 2023
Shares 2,344 Value ($000) $249 Avg Close Range
Q4 2022
Shares 1,475 Value ($000) $142 Avg Close Range
Q3 2022
Shares 1,475 Value ($000) $142 Avg Close Range
Q2 2022
Shares 1,282 Value ($000) $132 Avg Close Range
Q1 2022
Shares 1,282 Value ($000) $153 Avg Close Range
Q4 2021
Shares 1,282 Value ($000) $157 Avg Close Range
Q3 2021
Shares 1,471 Value ($000) $167 Avg Close Range
Q2 2021
Shares 1,471 Value ($000) $170 Avg Close Range
Q1 2021
Shares 1,583 Value ($000) $173 Avg Close Range
Q4 2020
Shares 1,583 Value ($000) $153 Avg Close Range
Q1 2020
Shares 1,591 Value ($000) $104 Avg Close Range
Q4 2019
Shares 3,101 Value ($000) $294 Avg Close Range