Key Financial Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Key Financial Inc’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.89M	Hold	25,536	–	–	0.51%	40
2025 Q4	$3.15M	Sell	25,536 -537	-2%	-$65.7K	0.57%	35
2025 Q3	$3.16M	Sell	26,073 -24	-0.1%	-$2.76K	0.58%	37
2025 Q2	$2.87M	Hold	26,097	–	–	0.58%	38
2025 Q1	$2.42M	Buy	26,097 +79	+0.3%	+$7.96K	0.53%	42
2024 Q4	$2.64M	Hold	26,018	–	–	0.6%	35
2024 Q3	$2.49M	Hold	26,018	–	–	0.55%	39
2024 Q2	$2.41M	Hold	26,018	–	–	0.58%	35
2024 Q1	$2.2M	Hold	26,018	–	–	0.56%	37
2023 Q4	$1.95M	Sell	26,018 -144	-0.6%	-$10.3K	0.53%	38
2023 Q3	$1.79M	Hold	26,162	–	–	0.6%	34
2023 Q2	$1.84M	Buy	26,162 +8,720	+50%	+$576K	0.61%	32
2023 Q1	$1.11M	Buy	17,442 +880	+5%	+$53.8K	0.41%	47
2022 Q4	$958K	Hold	16,562	–	–	0.45%	44
2022 Q3	$958K	Hold	16,562	–	–	0.45%	44
2022 Q2	$1.01M	Buy	16,562 +11,178	+208%	+$740K	0.55%	34
2022 Q1	$411K	Hold	5,384	–	–	0.2%	93
2021 Q4	$450K	Hold	5,384	–	–	0.23%	84
2021 Q3	$398K	Hold	5,384	–	–	0.23%	91
2021 Q2	$406K	Buy	5,384 +96	+2%	+$6.64K	0.23%	91
2021 Q1	$344K	Hold	5,288	–	–	0.23%	91
2020 Q4	$337K	Buy	5,288 +400	+8%	+$24.3K	0.25%	79
2020 Q3	$282K	Buy	+4,888	New	+$277K	0.29%	82
2020 Q2	–	Sell	-2,388	Closed	-$100K	–	364
2020 Q1	$100K	Buy	+2,388	New	+$113K	0.1%	155

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Key Financial Inc held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 25,536 shares worth $2.89M. The position accounts for 0.51% of the portfolio, ranked #40.

Key Financial Inc first reported a position in IVW in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.16M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Key Financial Inc held 25,536 shares of iShares S&P 500 Growth ETF worth $2.89M as of Q1 2026.
Key Financial Inc left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.51% of Key Financial Inc's portfolio in Q1 2026, its #40 holding.
Key Financial Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's iShares S&P 500 Growth ETF position peaked at $3.16M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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