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

Key Financial Inc’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Hold
3,062
– – 0.11% 154
2026
Q1 		$581K Hold
3,062
– – 0.1% 162
2025
Q4 		$555K Hold
3,062
– – 0.1% 162
2025
Q3 		$544K Hold
3,062
– – 0.1% 161
2025
Q2 		$483K Buy
3,062
+20
+0.7% +$2.98K 0.1% 168
2025
Q1 		$459K Buy
3,042
+20
+0.7% +$3.23K 0.1% 168
2024
Q4 		$496K Sell
3,022
-1
-0% -$171 0.11% 154
2024
Q3 		$504K Hold
3,023
– – 0.11% 153
2024
Q2 		$460K Hold
3,023
– – 0.11% 151
2024
Q1 		$480K Hold
3,023
– – 0.12% 140
2023
Q4 		$470K Sell
3,023
-12
-0.4% -$1.66K 0.13% 130
2023
Q3 		$411K Sell
3,035
-90
-3% -$12.9K 0.14% 125
2023
Q2 		$440K Buy
3,125
+20
+0.6% +$2.7K 0.15% 124
2023
Q1 		$425K Buy
3,105
+594
+24% +$86.1K 0.16% 119
2022
Q4 		$324K Hold
2,511
– – 0.15% 120
2022
Q3 		$323K Buy
2,511
+20
+0.8% +$2.89K 0.15% 123
2022
Q2 		$344K Hold
2,491
– – 0.19% 104
2022
Q1 		$402K Buy
2,491
+12
+0.5% +$1.91K 0.2% 96
2021
Q4 		$412K Hold
2,479
– – 0.21% 92
2021
Q3 		$397K Hold
2,479
– – 0.22% 92
2021
Q2 		$397K Buy
2,479
+691
+39% +$114K 0.22% 93
2021
Q1 		$285K Hold
1,788
– – 0.19% 107
2020
Q4 		$236K Buy
+1,788
New +$211K 0.18% 108
2020
Q2 		– Sell
-1,182
Closed -$97K – 366
2020
Q1 		$97K Buy
+1,182
New +$133K 0.1% 160

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,062 shares worth $677K. The position accounts for 0.11% of the portfolio, ranked #154.

Key Financial Inc first reported a position in IWN in Q1 2020 and has held it in 24 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Key Financial Inc held 3,062 shares of iShares Russell 2000 Value ETF worth $677K as of Q2 2026.
  • Key Financial Inc left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.11% of Key Financial Inc's portfolio in Q2 2026, its #154 holding.
  • Key Financial Inc first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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