Key Capital Management
IWB icon

Key Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Key Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$134K Hold
322
– – 0.05% 162
2026
Q2 		$132K Hold
322
– – 0.07% 94
2026
Q1 		$115K Buy
+322
New +$120K 0.08% 92

Other funds holding IWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Key Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 322 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #162.

Key Capital Management first reported a position in IWB in Q1 2026 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Key Capital Management held 322 shares of iShares Russell 1000 ETF worth $134K as of Q3 2026.
  • Key Capital Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.05% of Key Capital Management's portfolio in Q3 2026, its #162 holding.
  • Key Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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