KFI
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Key Financial Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Key Financial Inc’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$602K Hold
5,979
– – 0.11% 159
2025
Q4 		$579K Sell
5,979
-638
-10% -$61.4K 0.11% 157
2025
Q3 		$636K Sell
6,617
-160
-2% -$15.1K 0.12% 149
2025
Q2 		$617K Sell
6,777
-538
-7% -$46.1K 0.12% 143
2025
Q1 		$609K Buy
7,315
+9
+0.1% +$811 0.13% 135
2024
Q4 		$664K Sell
7,306
-52
-0.7% -$4.9K 0.15% 120
2024
Q3 		$676K Sell
7,358
-274
-4% -$24.5K 0.15% 123
2024
Q2 		$672K Sell
7,632
-57
-0.7% -$5.04K 0.16% 110
2024
Q1 		$702K Sell
7,689
-24
-0.3% -$2K 0.18% 101
2023
Q4 		$611K Sell
7,713
-15
-0.2% -$1.1K 0.17% 106
2023
Q3 		$558K Sell
7,728
-793
-9% -$59.8K 0.19% 98
2023
Q2 		$639K Buy
8,521
+533
+7% +$38.1K 0.21% 91
2023
Q1 		$571K Buy
7,988
+402
+5% +$28.7K 0.21% 94
2022
Q4 		$478K Hold
7,586
– – 0.23% 87
2022
Q3 		$478K Sell
7,586
-363
-5% -$25.1K 0.22% 87
2022
Q2 		$513K Buy
7,949
+1,503
+23% +$106K 0.28% 69
2022
Q1 		$498K Buy
6,446
+260
+4% +$20.1K 0.25% 77
2021
Q4 		$527K Hold
6,186
– – 0.26% 70
2021
Q3 		$490K Sell
6,186
-321
-5% -$26.1K 0.28% 72
2021
Q2 		$531K Buy
6,507
+815
+14% +$65.4K 0.3% 65
2021
Q1 		$446K Buy
5,692
+103
+2% +$7.93K 0.29% 69
2020
Q4 		$404K Sell
5,589
-387
-6% -$25.8K 0.3% 66
2020
Q3 		$357K Sell
5,976
-220
-4% -$13.1K 0.37% 67
2020
Q2 		$343K Sell
6,196
-3,800
-38% -$197K 0.39% 63
2020
Q1 		$451K Sell
9,996
-1,744
-15% -$95.9K 0.46% 43
2019
Q4 		$699K Buy
+11,740
New +$673K 0.66% 38

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's IJK Position: Q1 2026 in Review

Key Financial Inc held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 5,979 shares worth $602K. The position accounts for 0.11% of the portfolio, ranked #159.

Key Financial Inc first reported a position in IJK in Q4 2019 and has held it in 26 quarters since. The position peaked at $702K in Q1 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Key Financial Inc held 5,979 shares of iShares S&P Mid-Cap 400 Growth ETF worth $602K as of Q1 2026.
  • Key Financial Inc left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Key Financial Inc's portfolio in Q1 2026, its #159 holding.
  • Key Financial Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $702K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.