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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
Q2 		$90.7K Hold
410
– – 0.05% 113
2026
Q1 		$77.7K Buy
+410
New +$79.4K 0.05% 115

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Key Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 410 shares worth $90.7K. The position accounts for 0.05% of the portfolio, ranked #113.

Key Capital Management first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. 643 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Key Capital Management held 410 shares of iShares Russell 2000 Value ETF worth $90.7K as of Q2 2026.
  • Key Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Key Capital Management's portfolio in Q2 2026, its #113 holding.
  • Key Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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