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

Key Financial Inc’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$473K Buy
1,506
+117
+8% +$38.9K 0.08% 185
2025
Q4 		$449K Hold
1,389
– – 0.08% 186
2025
Q3 		$445K Sell
1,389
-5
-0.4% -$1.51K 0.08% 183
2025
Q2 		$398K Hold
1,394
– – 0.08% 192
2025
Q1 		$356K Hold
1,394
– – 0.08% 194
2024
Q4 		$401K Hold
1,394
– – 0.09% 166
2024
Q3 		$396K Hold
1,394
– – 0.09% 179
2024
Q2 		$366K Hold
1,394
– – 0.09% 172
2024
Q1 		$377K Hold
1,394
– – 0.1% 167
2023
Q4 		$352K Hold
1,394
– – 0.1% 160
2023
Q3 		$312K Hold
1,394
– – 0.11% 155
2023
Q2 		$338K Hold
1,394
– – 0.11% 150
2023
Q1 		$316K Buy
1,394
+557
+67% +$127K 0.12% 148
2022
Q4 		$173K Hold
837
– – 0.08% 178
2022
Q3 		$173K Hold
837
– – 0.08% 180
2022
Q2 		$174K Hold
837
– – 0.09% 164
2022
Q1 		$214K Hold
837
– – 0.11% 154
2021
Q4 		$245K Sell
837
-29
-3% -$8.74K 0.12% 132
2021
Q3 		$254K Hold
866
– – 0.14% 127
2021
Q2 		$260K Hold
866
– – 0.15% 128
2021
Q1 		$260K Hold
866
– – 0.17% 116
2020
Q4 		$248K Buy
+866
New +$221K 0.18% 102
2020
Q2 		– Sell
-927
Closed -$148K – 367
2020
Q1 		$148K Buy
+927
New +$184K 0.15% 114

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Key Financial Inc increased its iShares Russell 2000 Growth ETF (IWO) stake by 8.4% in Q1 2026, buying an estimated $38.9K and bringing the position to 1,506 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #185.

Key Financial Inc first reported a position in IWO in Q1 2020 and has held it in 23 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Key Financial Inc held 1,506 shares of iShares Russell 2000 Growth ETF worth $473K as of Q1 2026.
  • Key Financial Inc bought 117 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $38.9K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Key Financial Inc's portfolio in Q1 2026, its #185 holding.
  • Key Financial Inc first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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