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

Key Capital Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.39M Buy
38,806
+7,535
+24% +$1.19M 3.29% 6
2026
Q1 		$4.56M Buy
31,271
+14,819
+90% +$2.2M 3.01% 9
2025
Q4 		$2.32M Buy
+16,452
New +$2.3M 2.3% 10

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 24% in Q2 2026, buying an estimated $1.19M and bringing the position to 38,806 shares worth $6.39M. The position accounts for 3.29% of the portfolio, ranked #6.

Key Capital Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Key Capital Management held 38,806 shares of iShares Russell Mid-Cap Value ETF worth $6.39M as of Q2 2026.
  • Key Capital Management bought 7,535 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.19M.
  • iShares Russell Mid-Cap Value ETF made up 3.29% of Key Capital Management's portfolio in Q2 2026, its #6 holding.
  • Key Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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