KFI
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Key Financial Inc’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Key Financial Inc’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
1,808
+303
+20% +$20.5K 0.02% 378
2025
Q4 		$97.8K Buy
1,505
+350
+30% +$22.5K 0.02% 400
2025
Q3 		$73.6K Buy
1,155
+383
+50% +$23.5K 0.01% 444
2025
Q2 		$45K Buy
772
+55
+8% +$3K 0.01% 518
2025
Q1 		$38.8K Buy
717
+165
+30% +$9.63K 0.01% 522
2024
Q4 		$32.4K Sell
552
-65
-11% -$3.93K 0.01% 557
2024
Q3 		$36.2K Buy
617
+265
+75% +$14.9K 0.01% 536
2024
Q2 		$19K Buy
352
+87
+33% +$4.69K ﹤0.01% 645
2024
Q1 		$14.9K Hold
265
– – ﹤0.01% 663
2023
Q4 		$14.2K Buy
+265
New +$12.7K ﹤0.01% 657

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GA
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GIA
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Citadel Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return