Key Financial Inc
IWS icon

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
Q3 		$275K Hold
1,708
– – 0.04% 260
2026
Q2 		$281K Sell
1,708
-266
-13% -$42K 0.05% 257
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,708 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #260.

Key Financial Inc first reported a position in IWS in Q4 2019 and has held it in 26 quarters since. The position peaked at $325K in Q1 2024. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Key Financial Inc held 1,708 shares of iShares Russell Mid-Cap Value ETF worth $275K as of Q3 2026.
  • Key Financial Inc left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Key Financial Inc's portfolio in Q3 2026, its #260 holding.
  • Key Financial Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's iShares Russell Mid-Cap Value ETF position peaked at $325K in Q1 2024.
  • 731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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