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
Q2 		$618K Sell
5,257
-722
-12% -$80.2K 0.1% 164
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Key Financial Inc's IJK Position: Q2 2026 in Review

Key Financial Inc reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 12% in Q2 2026, selling an estimated $80.2K and leaving 5,257 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #164.

Key Financial Inc first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $702K in Q1 2024. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Key Financial Inc held 5,257 shares of iShares S&P Mid-Cap 400 Growth ETF worth $618K as of Q2 2026.
  • Key Financial Inc sold 722 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $80.2K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #164 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 27 quarters since.
  • Key Financial Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $702K in Q1 2024.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.