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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	7,512 -150	-2%	-$34.9K	0.3%	62
2026 Q1	$1.64M	Hold	7,662	–	–	0.29%	65
2025 Q4	$1.61M	Sell	7,662 -52	-0.7%	-$10.7K	0.29%	62
2025 Q3	$1.57M	Buy	7,714 +23	+0.3%	+$4.58K	0.29%	66
2025 Q2	$1.49M	Buy	7,691 +5	+0.1%	+$926	0.3%	63
2025 Q1	$1.45M	Hold	7,686	–	–	0.31%	61
2024 Q4	$1.42M	Buy	7,686 +39	+0.5%	+$7.48K	0.32%	60
2024 Q3	$1.45M	Sell	7,647 -29	-0.4%	-$5.28K	0.32%	58
2024 Q2	$1.34M	Hold	7,676	–	–	0.32%	57
2024 Q1	$1.37M	Hold	7,676	–	–	0.35%	56
2023 Q4	$1.27M	Hold	7,676	–	–	0.35%	57
2023 Q3	$1.17M	Hold	7,676	–	–	0.39%	53
2023 Q2	$1.21M	Buy	7,676 +14	+0.2%	+$2.14K	0.4%	51
2023 Q1	$1.17M	Buy	7,662 +2,664	+53%	+$411K	0.43%	46
2022 Q4	$680K	Hold	4,998	–	–	0.32%	57
2022 Q3	$680K	Buy	4,998 +87	+2%	+$13.1K	0.32%	57
2022 Q2	$721K	Sell	4,911 -19	-0.4%	-$2.97K	0.39%	46
2022 Q1	$818K	Hold	4,930	–	–	0.41%	45
2021 Q4	$828K	Sell	4,930 -79	-2%	-$12.9K	0.41%	46
2021 Q3	$784K	Hold	5,009	–	–	0.44%	41
2021 Q2	$801K	Hold	5,009	–	–	0.45%	41
2021 Q1	$759K	Hold	5,009	–	–	0.5%	36
2020 Q4	$685K	Buy	5,009 +241	+5%	+$30.9K	0.51%	37
2020 Q3	$563K	Buy	4,768 +92	+2%	+$10.9K	0.58%	42
2020 Q2	$521K	Hold	4,676	–	–	0.6%	43
2020 Q1	$472K	Sell	4,676 -365	-7%	-$45.5K	0.48%	41
2019 Q4	$688K	Buy	+5,041	New	+$664K	0.65%	39

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Key Financial Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $34.9K and leaving 7,512 shares worth $1.82M. The position accounts for 0.3% of the portfolio, ranked #62.

Key Financial Inc first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Key Financial Inc held 7,512 shares of iShares Russell 1000 Value ETF worth $1.82M as of Q2 2026.
Key Financial Inc sold 150 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.9K.
iShares Russell 1000 Value ETF made up 0.3% of Key Financial Inc's portfolio in Q2 2026, its #62 holding.
Key Financial Inc first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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