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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66K	Buy	+15	New	+$1.58K	﹤0.01%	613
2026 Q1	–	Sell	-50	Closed	-$4.81K	–	726
2025 Q4	$4.81K	Buy	+50	New	+$4.81K	﹤0.01%	322

Other funds holding IWR

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

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

Key Capital Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 15 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Key Capital Management previously reported a position in IWR as recently as Q4 2025.

Key Capital Management first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.81K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Key Capital Management held 15 shares of iShares Russell Mid-Cap ETF worth $1.66K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Key Capital Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #613 holding.
Key Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
Key Capital Management's iShares Russell Mid-Cap ETF position peaked at $4.81K in Q4 2025.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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