Key Capital Management
IWY icon

Key Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Key Capital Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.1M Buy
81,811
+10,683
+15% +$3.06M 8.84% 2
2026
Q2 		$20.7M Buy
71,128
+16,966
+31% +$4.79M 10.64% 2
2026
Q1 		$13.5M Buy
54,162
+27,083
+100% +$7.18M 8.9% 2
2025
Q4 		$7.5M Buy
+27,079
New +$7.5M 7.43% 2

Other funds holding IWY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q3 2026, buying an estimated $3.06M and bringing the position to 81,811 shares worth $24.1M. The position accounts for 8.84% of the portfolio, ranked #2.

Key Capital Management first reported a position in IWY in Q4 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Key Capital Management held 81,811 shares of iShares Russell Top 200 Growth ETF worth $24.1M as of Q3 2026.
  • Key Capital Management bought 10,683 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $3.06M.
  • iShares Russell Top 200 Growth ETF made up 8.84% of Key Capital Management's portfolio in Q3 2026, its #2 holding.
  • Key Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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