Key Financial Inc
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
Q3 		$158K Hold
1,477
– – 0.03% 334
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc's IWR Position: Q3 2026 in Review

Key Financial Inc held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 1,477 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #334.

Key Financial Inc first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $163K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Key Financial Inc held 1,477 shares of iShares Russell Mid-Cap ETF worth $158K as of Q3 2026.
  • Key Financial Inc left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #334 holding.
  • Key Financial Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Key Financial Inc's iShares Russell Mid-Cap ETF position peaked at $163K in Q2 2026.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.