Key Financial Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Key Financial Inc’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$962K	Hold	7,505	–	–	0.17%	110
2025 Q4	$1.03M	Hold	7,505	–	–	0.19%	98
2025 Q3	$1.07M	Sell	7,505 -2,480	-25%	-$350K	0.2%	97
2025 Q2	$1.38M	Buy	9,985 +42	+0.4%	+$5.31K	0.28%	65
2025 Q1	$1.17M	Hold	9,943	–	–	0.25%	68
2024 Q4	$1.26M	Sell	9,943 -42	-0.4%	-$5.34K	0.29%	65
2024 Q3	$1.17M	Hold	9,985	–	–	0.26%	71
2024 Q2	$1.1M	Hold	9,985	–	–	0.26%	68
2024 Q1	$1.14M	Hold	9,985	–	–	0.29%	65
2023 Q4	$1.04M	Hold	9,985	–	–	0.29%	67
2023 Q3	$912K	Hold	9,985	–	–	0.31%	67
2023 Q2	$965K	Buy	9,985 +805	+9%	+$73.4K	0.32%	64
2023 Q1	$836K	Buy	9,180 +914	+11%	+$81.6K	0.3%	65
2022 Q4	$648K	Hold	8,266	–	–	0.31%	59
2022 Q3	$648K	Hold	8,266	–	–	0.3%	59
2022 Q2	$664K	Hold	8,266	–	–	0.36%	48
2022 Q1	$831K	Buy	8,266 +64	+0.8%	+$6.37K	0.41%	43
2021 Q4	$945K	Sell	8,202 -234	-3%	-$27.3K	0.47%	37
2021 Q3	$945K	Hold	8,436	–	–	0.53%	35
2021 Q2	$964K	Hold	8,436	–	–	0.54%	34
2021 Q1	$861K	Hold	8,436	–	–	0.57%	30
2020 Q4	$866K	Sell	8,436 -76	-0.9%	-$7.23K	0.64%	27
2020 Q3	$736K	Sell	8,512 -1,344	-14%	-$113K	0.75%	33
2020 Q2	$766K	Sell	9,856 -238	-2%	-$17.3K	0.88%	26
2020 Q1	$626K	Sell	10,094 -912	-8%	-$66.5K	0.64%	29
2019 Q4	$840K	Buy	+11,006	New	+$807K	0.79%	29

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,505 shares worth $962K. The position accounts for 0.17% of the portfolio, ranked #110.

Key Financial Inc first reported a position in IWP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.38M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Key Financial Inc held 7,505 shares of iShares Russell Mid-Cap Growth ETF worth $962K as of Q1 2026.
Key Financial Inc left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Key Financial Inc's portfolio in Q1 2026, its #110 holding.
Key Financial Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
Key Financial Inc's iShares Russell Mid-Cap Growth ETF position peaked at $1.38M in Q2 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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