KeyBank National Association’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KeyBank National Association’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.1M	Buy	185,295 +13,151	+8%	+$1.81M	0.09%	159
2026 Q1	$22.1M	Buy	172,144 +511	+0.3%	+$69.1K	0.08%	168
2025 Q4	$23.5M	Sell	171,633 -4,206	-2%	-$588K	0.08%	168
2025 Q3	$25M	Sell	175,839 -14,469	-8%	-$2.04M	0.09%	160
2025 Q2	$26.4M	Sell	190,308 -2,566	-1%	-$325K	0.1%	152
2025 Q1	$22.7M	Buy	192,874 +6,677	+4%	+$858K	0.09%	162
2024 Q4	$23.6M	Sell	186,197 -2,284	-1%	-$290K	0.09%	162
2024 Q3	$22.1M	Sell	188,481 -2,575	-1%	-$288K	0.09%	173
2024 Q2	$21.1M	Sell	191,056 -2,673	-1%	-$294K	0.09%	167
2024 Q1	$22.1M	Sell	193,729 -16,163	-8%	-$1.75M	0.09%	168
2023 Q4	$21.9M	Sell	209,892 -948	-0.4%	-$89.9K	0.1%	161
2023 Q3	$19.3M	Sell	210,840 -1,833	-0.9%	-$175K	0.09%	163
2023 Q2	$20.6M	Sell	212,673 -4,730	-2%	-$431K	0.09%	164
2023 Q1	$19.8M	Sell	217,403 -2,810	-1%	-$251K	0.09%	163
2022 Q4	$18.4M	Sell	220,213 -59,395	-21%	-$5M	0.09%	163
2022 Q3	$21.9M	Sell	279,608 -92,736	-25%	-$7.98M	0.11%	148
2022 Q2	$29.5M	Sell	372,344 -2,874	-0.8%	-$250K	0.14%	135
2022 Q1	$37.7M	Sell	375,218 -2,647	-0.7%	-$264K	0.16%	121
2021 Q4	$43.5M	Buy	377,865 +2,520	+0.7%	+$294K	0.17%	118
2021 Q3	$42.1M	Sell	375,345 -1,877	-0.5%	-$216K	0.18%	114
2021 Q2	$42.7M	Buy	377,222 +19,103	+5%	+$2.04M	0.19%	120
2021 Q1	$36.5M	Sell	358,119 -3,457	-1%	-$361K	0.17%	125
2020 Q4	$37.1M	Buy	361,576 +1,130	+0.3%	+$108K	0.18%	115
2020 Q3	$31.2M	Sell	360,446 -11,810	-3%	-$997K	0.17%	113
2020 Q2	$29.4M	Sell	372,256 -38,520	-9%	-$2.79M	0.17%	114
2020 Q1	$25M	Sell	410,776 -17,488	-4%	-$1.27M	0.17%	112
2019 Q4	$32.7M	Sell	428,264 -2,174	-0.5%	-$159K	0.18%	113
2019 Q3	$30.4M	Sell	430,438 -6,958	-2%	-$500K	0.17%	116
2019 Q2	$31.2M	Buy	437,396 +13,324	+3%	+$927K	0.18%	120
2019 Q1	$28.8M	Sell	424,072 -23,724	-5%	-$1.52M	0.17%	120
2018 Q4	$25.5M	Buy	447,796 +8,432	+2%	+$513K	0.17%	119
2018 Q3	$29.8M	Buy	439,364 +40,794	+10%	+$2.71M	0.17%	120
2018 Q2	$25.3M	Buy	398,570 +70,042	+21%	+$4.41M	0.15%	129
2018 Q1	$20.2M	Sell	328,528 -71,876	-18%	-$4.49M	0.12%	147
2017 Q4	$24.2M	Buy	400,404 +78,008	+24%	+$4.59M	0.14%	139
2017 Q3	$18.2M	Buy	322,396 +8,364	+3%	+$459K	0.11%	157
2017 Q2	$17M	Buy	314,032 +2,884	+0.9%	+$153K	0.1%	161
2017 Q1	$16.1M	Sell	311,148 -42,102	-12%	-$2.15M	0.1%	159
2016 Q4	$17.2M	Sell	353,250 -19,762	-5%	-$953K	0.11%	152
2016 Q3	$18.2M	Sell	373,012 -3,772	-1%	-$183K	0.11%	150
2016 Q2	$17.6M	Sell	376,784 -45,912	-11%	-$2.12M	0.12%	147
2016 Q1	$19.5M	Sell	422,696 -35,926	-8%	-$1.55M	0.13%	143
2015 Q4	$21.1M	Sell	458,622 -22,684	-5%	-$1.05M	0.14%	137
2015 Q3	$21.3M	Sell	481,306 -41,104	-8%	-$1.95M	0.15%	128
2015 Q2	$25.3M	Sell	522,410 -39,560	-7%	-$1.95M	0.17%	121
2015 Q1	$27.5M	Sell	561,970 -54,942	-9%	-$2.62M	0.18%	116
2014 Q4	$28.8M	Sell	616,912 -27,904	-4%	-$1.26M	0.19%	111
2014 Q3	$28.5M	Buy	644,816 +7,708	+1%	+$344K	0.2%	109
2014 Q2	$28.5M	Buy	637,108 +110	+0%	+$4.73K	0.19%	115
2014 Q1	$27.3M	Buy	636,998 +26,104	+4%	+$1.11M	0.21%	115
2013 Q4	$25.8M	Buy	610,894 +18,640	+3%	+$753K	0.17%	117
2013 Q3	$23.2M	Buy	592,254 +16,704	+3%	+$637K	0.16%	126
2013 Q2	$20.6M	Buy	+575,550	New	+$20.6M	0.08%	303

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

KeyBank National Association's IWP Position: Q2 2026 in Review

KeyBank National Association increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.6% in Q2 2026, buying an estimated $1.81M and bringing the position to 185,295 shares worth $27.1M. The position accounts for 0.09% of the portfolio, ranked #159.

KeyBank National Association first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.5M in Q4 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

KeyBank National Association held 185,295 shares of iShares Russell Mid-Cap Growth ETF worth $27.1M as of Q2 2026.
KeyBank National Association bought 13,151 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.81M.
iShares Russell Mid-Cap Growth ETF made up 0.09% of KeyBank National Association's portfolio in Q2 2026, its #159 holding.
KeyBank National Association first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
KeyBank National Association's iShares Russell Mid-Cap Growth ETF position peaked at $43.5M in Q4 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.