KFI
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Key Financial Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Key Financial Inc’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.05M Sell
40,700
-964
-2% -$116K 0.83% 30
2026
Q1 		$4.44M Hold
41,664
– – 0.79% 31
2025
Q4 		$4.93M Buy
41,664
+28
+0.1% +$3.32K 0.9% 27
2025
Q3 		$4.9M Sell
41,636
-788
-2% -$87.7K 0.91% 26
2025
Q2 		$4.5M Buy
42,424
+152
+0.4% +$14.5K 0.91% 26
2025
Q1 		$3.82M Sell
42,272
-196
-0.5% -$19.3K 0.83% 27
2024
Q4 		$4.26M Buy
42,468
+72
+0.2% +$7.08K 0.97% 24
2024
Q3 		$3.98M Sell
42,396
-84
-0.2% -$7.62K 0.88% 26
2024
Q2 		$3.87M Buy
42,480
+1,720
+4% +$147K 0.93% 26
2024
Q1 		$3.43M Sell
40,760
-236
-0.6% -$19K 0.88% 27
2023
Q4 		$3.11M Sell
40,996
-84
-0.2% -$5.94K 0.85% 24
2023
Q3 		$2.73M Buy
41,080
+112
+0.3% +$7.73K 0.92% 22
2023
Q2 		$2.82M Buy
40,968
+84
+0.2% +$5.34K 0.93% 22
2023
Q1 		$2.5M Buy
40,884
+10,312
+34% +$594K 0.91% 22
2022
Q4 		$1.61M Hold
30,572
– – 0.76% 27
2022
Q3 		$1.61M Buy
30,572
+168
+0.6% +$9.88K 0.76% 27
2022
Q2 		$1.68M Hold
30,404
– – 0.91% 23
2022
Q1 		$2.11M Hold
30,404
– – 1.05% 17
2021
Q4 		$2.32M Sell
30,404
-328
-1% -$24.3K 1.16% 16
2021
Q3 		$2.1M Sell
30,732
-6,800
-18% -$481K 1.19% 15
2021
Q2 		$2.63M Buy
37,532
+16,780
+81% +$1.08M 1.47% 14
2021
Q1 		$1.26M Hold
20,752
– – 0.83% 23
2020
Q4 		$1.25M Sell
20,752
-2,240
-10% -$127K 0.93% 23
2020
Q3 		$1.25M Hold
22,992
– – 1.28% 21
2020
Q2 		$1.08M Sell
22,992
-208
-0.9% -$9.17K 1.24% 21
2020
Q1 		$886K Sell
23,200
-1,804
-7% -$77.7K 0.91% 20
2019
Q4 		$1.1M Buy
+25,004
New +$1.04M 1.03% 20

Other funds holding IWF

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Key Financial Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q2 2026, selling an estimated $116K and leaving 40,700 shares worth $5.05M. The position accounts for 0.83% of the portfolio, ranked #30.

Key Financial Inc first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Key Financial Inc held 40,700 shares of iShares Russell 1000 Growth ETF worth $5.05M as of Q2 2026.
  • Key Financial Inc sold 964 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $116K.
  • iShares Russell 1000 Growth ETF made up 0.83% of Key Financial Inc's portfolio in Q2 2026, its #30 holding.
  • Key Financial Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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