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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Key Financial Inc's IWM Position: Q1 2026 in Review

Key Financial Inc reduced its iShares Russell 2000 ETF (IWM) stake by 0.21% in Q1 2026, selling an estimated $2.32K and leaving 4,280 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #101.

Key Financial Inc first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Key Financial Inc held 4,280 shares of iShares Russell 2000 ETF worth $1.06M as of Q1 2026.
  • Key Financial Inc sold 9 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.32K.
  • iShares Russell 2000 ETF made up 0.19% of Key Financial Inc's portfolio in Q1 2026, its #101 holding.
  • Key Financial Inc first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's iShares Russell 2000 ETF position peaked at $1.08M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.