Key Financial Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$147K	Hold	1,395	–	–	0.02%	356
2026 Q1	$129K	Hold	1,395	–	–	0.02%	363
2025 Q4	$128K	Hold	1,395	–	–	0.02%	356
2025 Q3	$123K	Sell	1,395 -400	-22%	-$34.3K	0.02%	358
2025 Q2	$151K	Hold	1,795	–	–	0.03%	316
2025 Q1	$148K	Hold	1,795	–	–	0.03%	305
2024 Q4	$142K	Hold	1,795	–	–	0.03%	303
2024 Q3	$146K	Hold	1,795	–	–	0.03%	288
2024 Q2	$134K	Hold	1,795	–	–	0.03%	288
2024 Q1	$137K	Hold	1,795	–	–	0.03%	265
2023 Q4	$126K	Hold	1,795	–	–	0.03%	265
2023 Q3	$117K	Hold	1,795	–	–	0.04%	262
2023 Q2	$121K	Hold	1,795	–	–	0.04%	263
2023 Q1	$117K	Sell	1,795 -416	-19%	-$27.3K	0.04%	261
2022 Q4	$128K	Hold	2,211	–	–	0.06%	217
2022 Q3	$128K	Hold	2,211	–	–	0.06%	220
2022 Q2	$138K	Hold	2,211	–	–	0.07%	201
2022 Q1	$154K	Hold	2,211	–	–	0.08%	199
2021 Q4	$155K	Buy	+2,211	New	+$151K	0.08%	174

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 1,395 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #356.

Key Financial Inc first reported a position in IWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $155K in Q4 2021. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Key Financial Inc held 1,395 shares of iShares Russell Top 200 Value ETF worth $147K as of Q2 2026.
Key Financial Inc left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #356 holding.
Key Financial Inc first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 19 quarters since.
Key Financial Inc's iShares Russell Top 200 Value ETF position peaked at $155K in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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