Key Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Key Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	9,401 +2,508	+36%	+$331K	0.67%	25
2026 Q1	$780K	Buy	6,893 +4,267	+162%	+$513K	0.51%	35
2025 Q4	$324K	Buy	+2,626	New	+$321K	0.32%	48

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Key Capital Management's IVW Position: Q2 2026 in Review

Key Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q2 2026, buying an estimated $331K and bringing the position to 9,401 shares worth $1.29M. The position accounts for 0.67% of the portfolio, ranked #25.

Key Capital Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,398 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Key Capital Management held 9,401 shares of iShares S&P 500 Growth ETF worth $1.29M as of Q2 2026.
Key Capital Management bought 2,508 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $331K.
iShares S&P 500 Growth ETF made up 0.67% of Key Capital Management's portfolio in Q2 2026, its #25 holding.
Key Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,398 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.