Key Financial Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	564	–	–	0.03%	337
2026 Q1	$140K	Buy	564 +320	+131%	+$84.8K	0.03%	350
2025 Q4	$67.6K	Hold	244	–	–	0.01%	465
2025 Q3	$67.2K	Sell	244 -358	-59%	-$92.6K	0.01%	462
2025 Q2	$148K	Hold	602	–	–	0.03%	322
2025 Q1	$127K	Hold	602	–	–	0.03%	322
2024 Q4	$142K	Hold	602	–	–	0.03%	304
2024 Q3	$132K	Hold	602	–	–	0.03%	303
2024 Q2	$129K	Hold	602	–	–	0.03%	294
2024 Q1	$117K	Hold	602	–	–	0.03%	292
2023 Q4	$105K	Hold	602	–	–	0.03%	300
2023 Q3	$92.6K	Sell	602 -223	-27%	-$35.6K	0.03%	313
2023 Q2	$131K	Hold	825	–	–	0.04%	252
2023 Q1	$115K	Buy	+825	New	+$107K	0.04%	262

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Key Financial Inc held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 564 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #337.

Key Financial Inc first reported a position in IWY in Q1 2023 and has held it in 14 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Key Financial Inc held 564 shares of iShares Russell Top 200 Growth ETF worth $164K as of Q2 2026.
Key Financial Inc left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #337 holding.
Key Financial Inc first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 14 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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