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Key Financial Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Key Financial Inc’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
3,880
+225
+6% +$89.2K 0.26% 73
2026
Q1 		$1.3M Sell
3,655
-15
-0.4% -$5.59K 0.23% 83
2025
Q4 		$1.37M Sell
3,670
-252
-6% -$93.3K 0.25% 80
2025
Q3 		$1.44M Buy
3,922
+163
+4% +$57.4K 0.27% 73
2025
Q2 		$1.28M Buy
3,759
+50
+1% +$15.7K 0.26% 73
2025
Q1 		$1.14M Hold
3,709
– – 0.25% 71
2024
Q4 		$1.19M Sell
3,709
-137
-4% -$44.4K 0.27% 68
2024
Q3 		$1.21M Hold
3,846
– – 0.27% 69
2024
Q2 		$1.14M Hold
3,846
– – 0.27% 66
2024
Q1 		$1.11M Hold
3,846
– – 0.28% 66
2023
Q4 		$1.01M Hold
3,846
– – 0.28% 70
2023
Q3 		$903K Buy
3,846
+85
+2% +$20.8K 0.3% 69
2023
Q2 		$917K Hold
3,761
– – 0.3% 68
2023
Q1 		$847K Hold
3,761
– – 0.31% 64
2022
Q4 		$742K Hold
3,761
– – 0.35% 54
2022
Q3 		$742K Sell
3,761
-35
-0.9% -$7.67K 0.35% 54
2022
Q2 		$797K Hold
3,796
– – 0.43% 44
2022
Q1 		$949K Buy
3,796
+49
+1% +$12.1K 0.47% 37
2021
Q4 		$991K Sell
3,747
-245
-6% -$63.1K 0.5% 36
2021
Q3 		$965K Hold
3,992
– – 0.55% 34
2021
Q2 		$987K Hold
3,992
– – 0.55% 33
2021
Q1 		$894K Hold
3,992
– – 0.59% 27
2020
Q4 		$846K Sell
3,992
-147
-4% -$29.3K 0.63% 28
2020
Q3 		$775K Sell
4,139
-186
-4% -$34.4K 0.79% 29
2020
Q2 		$732K Hold
4,325
– – 0.84% 27
2020
Q1 		$622K Sell
4,325
-628
-13% -$106K 0.64% 30
2019
Q4 		$884K Buy
+4,953
New +$845K 0.83% 28

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc increased its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 3,880 shares worth $1.59M. The position accounts for 0.26% of the portfolio, ranked #73.

Key Financial Inc first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Key Financial Inc held 3,880 shares of iShares Russell 1000 ETF worth $1.59M as of Q2 2026.
  • Key Financial Inc bought 225 iShares Russell 1000 ETF shares in Q2 2026, an estimated $89.2K.
  • iShares Russell 1000 ETF made up 0.26% of Key Financial Inc's portfolio in Q2 2026, its #73 holding.
  • Key Financial Inc first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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