Key Financial Inc
IWF icon

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
Q3 		$5.2M Buy
41,550
+850
+2% +$104K 0.85% 31
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% +$9.9K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Key Financial Inc's IWF Position: Q3 2026 in Review

Key Financial Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q3 2026, buying an estimated $104K and bringing the position to 41,550 shares worth $5.2M. The position accounts for 0.85% of the portfolio, ranked #31.

Key Financial Inc first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 1,929 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Key Financial Inc held 41,550 shares of iShares Russell 1000 Growth ETF worth $5.2M as of Q3 2026.
  • Key Financial Inc bought 850 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $104K.
  • iShares Russell 1000 Growth ETF made up 0.85% of Key Financial Inc's portfolio in Q3 2026, its #31 holding.
  • Key Financial Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,929 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.