KFI
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Key Financial Inc’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Key Financial Inc’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Hold
6,896
– – 0.2% 95
2026
Q1 		$998K Sell
6,896
-20
-0.3% -$2.97K 0.18% 108
2025
Q4 		$976K Buy
6,916
+35
+0.5% +$4.95K 0.18% 105
2025
Q3 		$974K Hold
6,881
– – 0.18% 105
2025
Q2 		$915K Hold
6,881
– – 0.18% 105
2025
Q1 		$857K Hold
6,881
– – 0.19% 101
2024
Q4 		$931K Hold
6,881
– – 0.21% 89
2024
Q3 		$960K Hold
6,881
– – 0.21% 84
2024
Q2 		$884K Sell
6,881
-63
-0.9% -$8.06K 0.21% 83
2024
Q1 		$908K Sell
6,944
-82
-1% -$10.2K 0.23% 78
2023
Q4 		$879K Hold
7,026
– – 0.24% 80
2023
Q3 		$771K Sell
7,026
-95
-1% -$11K 0.26% 76
2023
Q2 		$818K Buy
7,121
+1,550
+28% +$169K 0.27% 72
2023
Q1 		$612K Buy
5,571
+1,219
+28% +$137K 0.22% 86
2022
Q4 		$442K Hold
4,352
– – 0.21% 95
2022
Q3 		$442K Sell
4,352
-69
-2% -$7.75K 0.21% 95
2022
Q2 		$469K Buy
4,421
+46
+1% +$5.21K 0.25% 75
2022
Q1 		$547K Hold
4,375
– – 0.27% 68
2021
Q4 		$607K Sell
4,375
-26
-0.6% -$3.54K 0.3% 64
2021
Q3 		$572K Hold
4,401
– – 0.32% 63
2021
Q2 		$582K Sell
4,401
-72
-2% -$9.37K 0.33% 60
2021
Q1 		$574K Sell
4,473
-901
-17% -$114K 0.38% 55
2020
Q4 		$614K Sell
5,374
-534
-9% -$54.4K 0.46% 44
2020
Q3 		$521K Sell
5,908
-64
-1% -$5.72K 0.53% 46
2020
Q2 		$500K Sell
5,972
-76
-1% -$5.92K 0.57% 46
2020
Q1 		$420K Sell
6,048
-2,084
-26% -$184K 0.43% 47
2019
Q4 		$786K Buy
+8,132
New +$751K 0.74% 31

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Key Financial Inc held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 6,896 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #95.

Key Financial Inc first reported a position in IJT in Q4 2019 and has held it in 27 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Key Financial Inc held 6,896 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.23M as of Q2 2026.
  • Key Financial Inc left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.2% of Key Financial Inc's portfolio in Q2 2026, its #95 holding.
  • Key Financial Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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