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Key Financial Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Key Financial Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
4,159
-121
-3% -$34K 0.2% 94
2026
Q1 		$1.06M Sell
4,280
-9
-0.2% -$2.32K 0.19% 101
2025
Q4 		$1.06M Buy
4,289
+11
+0.3% +$2.7K 0.19% 94
2025
Q3 		$1.04M Sell
4,278
-738
-15% -$169K 0.19% 101
2025
Q2 		$1.08M Buy
5,016
+170
+4% +$34.2K 0.22% 87
2025
Q1 		$967K Buy
4,846
+179
+4% +$38.8K 0.21% 84
2024
Q4 		$1.03M Buy
4,667
+76
+2% +$17.3K 0.23% 77
2024
Q3 		$1.01M Hold
4,591
– – 0.22% 82
2024
Q2 		$931K Sell
4,591
-46
-1% -$9.3K 0.22% 79
2024
Q1 		$975K Hold
4,637
– – 0.25% 72
2023
Q4 		$931K Hold
4,637
– – 0.25% 75
2023
Q3 		$820K Buy
4,637
+166
+4% +$31.2K 0.28% 74
2023
Q2 		$837K Buy
4,471
+627
+16% +$112K 0.28% 70
2023
Q1 		$686K Buy
3,844
+34
+0.9% +$6.26K 0.25% 76
2022
Q4 		$628K Hold
3,810
– – 0.3% 61
2022
Q3 		$628K Buy
3,810
+145
+4% +$26.4K 0.3% 61
2022
Q2 		$628K Buy
3,665
+201
+6% +$37.1K 0.34% 53
2022
Q1 		$711K Buy
3,464
+136
+4% +$27.7K 0.35% 52
2021
Q4 		$740K Buy
3,328
+85
+3% +$19.2K 0.37% 53
2021
Q3 		$709K Hold
3,243
– – 0.4% 48
2021
Q2 		$717K Sell
3,243
-16
-0.5% -$3.6K 0.4% 48
2021
Q1 		$720K Sell
3,259
-633
-16% -$138K 0.47% 40
2020
Q4 		$763K Sell
3,892
-302
-7% -$52.8K 0.57% 33
2020
Q3 		$628K Sell
4,194
-116
-3% -$17.5K 0.64% 37
2020
Q2 		$608K Hold
4,310
– – 0.7% 35
2020
Q1 		$496K Buy
4,310
+908
+27% +$135K 0.51% 36
2019
Q4 		$564K Buy
+3,402
New +$538K 0.53% 47

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Key Financial Inc reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, selling an estimated $34K and leaving 4,159 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #94.

Key Financial Inc first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Key Financial Inc held 4,159 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
  • Key Financial Inc sold 121 iShares Russell 2000 ETF shares in Q2 2026, an estimated $34K.
  • iShares Russell 2000 ETF made up 0.2% of Key Financial Inc's portfolio in Q2 2026, its #94 holding.
  • Key Financial Inc first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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