KFI
IWR icon

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

Key Financial Inc’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
1,477
– – 0.03% 338
2026
Q1 		$144K Buy
1,477
+1,054
+249% +$105K 0.03% 345
2025
Q4 		$40.7K Sell
423
-350
-45% -$33.7K 0.01% 570
2025
Q3 		$74.6K Buy
773
+301
+64% +$28.5K 0.01% 441
2025
Q2 		$43.4K Sell
472
-677
-59% -$58.5K 0.01% 529
2025
Q1 		$97.7K Buy
1,149
+5
+0.4% +$446 0.02% 365
2024
Q4 		$101K Buy
1,144
+84
+8% +$7.62K 0.02% 351
2024
Q3 		$93.4K Hold
1,060
– – 0.02% 361
2024
Q2 		$85.9K Buy
1,060
+672
+173% +$54.7K 0.02% 362
2024
Q1 		$32.6K Hold
388
– – 0.01% 510
2023
Q4 		$30.2K Hold
388
– – 0.01% 509
2023
Q3 		$26.9K Hold
388
– – 0.01% 505
2023
Q2 		$28.3K Hold
388
– – 0.01% 503
2023
Q1 		$27.1K Hold
388
– – 0.01% 481
2022
Q4 		$24.1K Hold
388
– – 0.01% 462
2022
Q3 		$24K Hold
388
– – 0.01% 467
2022
Q2 		$25K Buy
388
+256
+194% +$18.2K 0.01% 467
2022
Q1 		$10K Sell
132
-672
-84% -$51.7K 0.01% 638
2021
Q4 		$67K Hold
804
– – 0.03% 303
2021
Q3 		$63K Hold
804
– – 0.04% 306
2021
Q2 		$64K Buy
804
+752
+1,446% +$58.3K 0.04% 310
2021
Q1 		$4K Hold
52
– – ﹤0.01% 622
2020
Q4 		$4K Buy
+52
New +$3.31K ﹤0.01% 586

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,477 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #338.

Key Financial Inc first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Key Financial Inc held 1,477 shares of iShares Russell Mid-Cap ETF worth $163K as of Q2 2026.
  • Key Financial Inc left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #338 holding.
  • Key Financial Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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