Key Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	15,664 +4,934	+46%	+$680K	1.18%	18
2026 Q1	$1.37M	Buy	10,730 +6,440	+150%	+$871K	0.91%	20
2025 Q4	$587K	Buy	+4,290	New	+$600K	0.58%	32

Other funds holding IWP

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

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

Key Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 46% in Q2 2026, buying an estimated $680K and bringing the position to 15,664 shares worth $2.29M. The position accounts for 1.18% of the portfolio, ranked #18.

Key Capital Management first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Key Capital Management held 15,664 shares of iShares Russell Mid-Cap Growth ETF worth $2.29M as of Q2 2026.
Key Capital Management bought 4,934 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $680K.
iShares Russell Mid-Cap Growth ETF made up 1.18% of Key Capital Management's portfolio in Q2 2026, its #18 holding.
Key Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
742 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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