Key Financial Inc’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Hold	425	–	–	0.03%	325
2025 Q4	$164K	Sell	425 -13	-3%	-$4.99K	0.03%	322
2025 Q3	$167K	Sell	438 -34	-7%	-$12.4K	0.03%	319
2025 Q2	$166K	Hold	472	–	–	0.03%	306
2025 Q1	$150K	Hold	472	–	–	0.03%	302
2024 Q4	$158K	Hold	472	–	–	0.04%	286
2024 Q3	$154K	Buy	472 +75	+19%	+$23.6K	0.03%	279
2024 Q2	$123K	Hold	397	–	–	0.03%	302
2024 Q1	$119K	Sell	397 -35	-8%	-$9.98K	0.03%	289
2023 Q4	$118K	Hold	432	–	–	0.03%	279
2023 Q3	$106K	Hold	432	–	–	0.04%	274
2023 Q2	$110K	Hold	432	–	–	0.04%	271
2023 Q1	$102K	Hold	432	–	–	0.04%	278
2022 Q4	$89.4K	Hold	432	–	–	0.04%	261
2022 Q3	$89K	Hold	432	–	–	0.04%	264
2022 Q2	$95K	Hold	432	–	–	0.05%	251
2022 Q1	$113K	Hold	432	–	–	0.06%	232
2021 Q4	$120K	Hold	432	–	–	0.06%	205
2021 Q3	$110K	Hold	432	–	–	0.06%	210
2021 Q2	$112K	Buy	432 +258	+148%	+$64.3K	0.06%	211
2021 Q1	$41K	Hold	174	–	–	0.03%	308
2020 Q4	$39K	Buy	+174	New	+$36.5K	0.03%	284

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 425 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #325.

Key Financial Inc first reported a position in IWV in Q4 2020 and has held it in 22 quarters since. The position peaked at $167K in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Key Financial Inc held 425 shares of iShares Russell 3000 ETF worth $158K as of Q1 2026.
Key Financial Inc left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #325 holding.
Key Financial Inc first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 22 quarters since.
Key Financial Inc's iShares Russell 3000 ETF position peaked at $167K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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