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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Hold	479	–	–	0.06%	97
2026 Q1	$102K	Buy	479 +289	+152%	+$63.3K	0.07%	97
2025 Q4	$40K	Buy	+190	New	+$39.2K	0.04%	155

Other funds holding IWD

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Key Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 479 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #97.

Key Capital Management first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,263 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Key Capital Management held 479 shares of iShares Russell 1000 Value ETF worth $116K as of Q2 2026.
Key Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.06% of Key Capital Management's portfolio in Q2 2026, its #97 holding.
Key Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,263 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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