KFI
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Key Financial Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Key Financial Inc’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$288K Hold
1,974
– – 0.05% 243
2025
Q4 		$278K Hold
1,974
– – 0.05% 240
2025
Q3 		$276K Buy
1,974
+4
+0.2% +$547 0.05% 243
2025
Q2 		$260K Sell
1,970
-382
-16% -$47.9K 0.05% 241
2025
Q1 		$296K Hold
2,352
– – 0.06% 215
2024
Q4 		$304K Hold
2,352
– – 0.07% 200
2024
Q3 		$311K Sell
2,352
-240
-9% -$30.3K 0.07% 203
2024
Q2 		$313K Hold
2,592
– – 0.08% 188
2024
Q1 		$325K Sell
2,592
-34
-1% -$4K 0.08% 180
2023
Q4 		$305K Hold
2,626
– – 0.08% 175
2023
Q3 		$274K Hold
2,626
– – 0.09% 172
2023
Q2 		$288K Buy
2,626
+282
+12% +$29.7K 0.1% 166
2023
Q1 		$249K Buy
2,344
+869
+59% +$94.8K 0.09% 173
2022
Q4 		$142K Hold
1,475
– – 0.07% 204
2022
Q3 		$142K Buy
1,475
+193
+15% +$20.6K 0.07% 206
2022
Q2 		$132K Hold
1,282
– – 0.07% 206
2022
Q1 		$153K Hold
1,282
– – 0.08% 200
2021
Q4 		$157K Sell
1,282
-189
-13% -$22.6K 0.08% 173
2021
Q3 		$167K Hold
1,471
– – 0.09% 163
2021
Q2 		$170K Sell
1,471
-112
-7% -$12.8K 0.1% 170
2021
Q1 		$173K Hold
1,583
– – 0.11% 151
2020
Q4 		$153K Buy
+1,583
New +$143K 0.11% 144
2020
Q2 		– Sell
-1,591
Closed -$104K – 368
2020
Q1 		$104K Sell
1,591
-1,510
-49% -$129K 0.11% 151
2019
Q4 		$294K Buy
+3,101
New +$283K 0.28% 82

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,974 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #243.

Key Financial Inc first reported a position in IWS in Q4 2019 and has held it in 24 quarters since. The position peaked at $325K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Key Financial Inc held 1,974 shares of iShares Russell Mid-Cap Value ETF worth $288K as of Q1 2026.
  • Key Financial Inc left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #243 holding.
  • Key Financial Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Key Financial Inc's iShares Russell Mid-Cap Value ETF position peaked at $325K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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