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 Q3	$7.04M	Buy	43,812 +5,006	+13%	+$839K	2.58%	8
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

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

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

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

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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q3 2026, buying an estimated $839K and bringing the position to 43,812 shares worth $7.04M. The position accounts for 2.58% of the portfolio, ranked #8.

Key Capital Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Key Capital Management held 43,812 shares of iShares Russell Mid-Cap Value ETF worth $7.04M as of Q3 2026.
Key Capital Management bought 5,006 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $839K.
iShares Russell Mid-Cap Value ETF made up 2.58% of Key Capital Management's portfolio in Q3 2026, its #8 holding.
Key Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
564 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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