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 Q3	$1.68M	Sell	12,227 -3,437	-22%	-$483K	0.62%	31
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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Key Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q3 2026, selling an estimated $483K and leaving 12,227 shares worth $1.68M. The position accounts for 0.62% of the portfolio, ranked #31.

Key Capital Management first reported a position in IWP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.29M in Q2 2026. 691 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Key Capital Management held 12,227 shares of iShares Russell Mid-Cap Growth ETF worth $1.68M as of Q3 2026.
Key Capital Management sold 3,437 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $483K.
iShares Russell Mid-Cap Growth ETF made up 0.62% of Key Capital Management's portfolio in Q3 2026, its #31 holding.
Key Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.29M in Q2 2026.
691 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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