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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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Top 200 Value ETF (IWX) stake by 40% in Q2 2026, buying an estimated $3.7M and bringing the position to 128,769 shares worth $13.5M. The position accounts for 6.97% of the portfolio, ranked #3.

Key Capital Management first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Key Capital Management held 128,769 shares of iShares Russell Top 200 Value ETF worth $13.5M as of Q2 2026.
  • Key Capital Management bought 36,520 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $3.7M.
  • iShares Russell Top 200 Value ETF made up 6.97% of Key Capital Management's portfolio in Q2 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 3 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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