Key Capital Management
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Key Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Key Capital Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.1M Buy
156,179
+27,410
+21% +$3.03M 6.26% 3
2026
Q2 		$13.5M Buy
128,769
+36,520
+40% +$3.7M 6.97% 3
2026
Q1 		$8.55M Buy
92,249
+42,718
+86% +$4.06M 5.65% 3
2025
Q4 		$4.55M Buy
+49,531
New +$4.45M 4.51% 3

Other funds holding IWX

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 21% in Q3 2026, buying an estimated $3.03M and bringing the position to 156,179 shares worth $17.1M. The position accounts for 6.26% of the portfolio, ranked #3.

Key Capital Management first reported a position in IWX in Q4 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Key Capital Management held 156,179 shares of iShares Russell Top 200 Value ETF worth $17.1M as of Q3 2026.
  • Key Capital Management bought 27,410 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $3.03M.
  • iShares Russell Top 200 Value ETF made up 6.26% of Key Capital Management's portfolio in Q3 2026, its #3 holding.
  • Key Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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