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 Q3	$1.84M	Buy	12,958 +3,557	+38%	+$493K	0.68%	27
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Key Capital Management's IVW Position: Q3 2026 in Review

Key Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 38% in Q3 2026, buying an estimated $493K and bringing the position to 12,958 shares worth $1.84M. The position accounts for 0.68% of the portfolio, ranked #27.

Key Capital Management first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. 1,671 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Key Capital Management held 12,958 shares of iShares S&P 500 Growth ETF worth $1.84M as of Q3 2026.
Key Capital Management bought 3,557 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $493K.
iShares S&P 500 Growth ETF made up 0.68% of Key Capital Management's portfolio in Q3 2026, its #27 holding.
Key Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
1,671 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.