Key Capital Management
IWN icon

Key Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Key Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$85.9K Hold
410
– – 0.03% 191
2026
Q2 		$90.7K Hold
410
– – 0.05% 113
2026
Q1 		$77.7K Buy
+410
New +$79.4K 0.05% 115

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

Key Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 410 shares worth $85.9K. The position accounts for 0.03% of the portfolio, ranked #191.

Key Capital Management first reported a position in IWN in Q1 2026 and has held it in 3 quarters since. The position peaked at $90.7K in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Key Capital Management held 410 shares of iShares Russell 2000 Value ETF worth $85.9K as of Q3 2026.
  • Key Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of Key Capital Management's portfolio in Q3 2026, its #191 holding.
  • Key Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Key Capital Management's iShares Russell 2000 Value ETF position peaked at $90.7K in Q2 2026.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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