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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
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

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Key Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 31% in Q2 2026, buying an estimated $4.79M and bringing the position to 71,128 shares worth $20.7M. The position accounts for 10.64% of the portfolio, ranked #2.

Key Capital Management first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Key Capital Management held 71,128 shares of iShares Russell Top 200 Growth ETF worth $20.7M as of Q2 2026.
  • Key Capital Management bought 16,966 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $4.79M.
  • iShares Russell Top 200 Growth ETF made up 10.64% of Key Capital Management's portfolio in Q2 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 3 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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