KFG
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Kelly Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Kelly Financial Group’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,649
Closed -$1.07M – 86
2025
Q1 		$1.07M Sell
9,649
-1,687
-15% -$210K 0.33% 37
2024
Q4 		$1.48M Buy
+11,336
New +$1.48M 0.53% 31

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kelly Financial Group's IWC Position: Q2 2025 in Review

Kelly Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 9,649 shares — an estimated $1.07M sold.

Kelly Financial Group first reported a position in IWC in Q4 2024 and held it in 2 quarters. The position peaked at $1.48M in Q4 2024. 207 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • Kelly Financial Group reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Kelly Financial Group sold 9,649 iShares Micro-Cap ETF shares in Q2 2025, an estimated $1.07M.
  • Kelly Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Kelly Financial Group's iShares Micro-Cap ETF position peaked at $1.48M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Kelly Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.