KFG
IWF icon

Kelly Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kelly Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6M Buy
198,448
+4,292
+2% +$517K 5.48% 6
2026
Q1 		$20.7M Buy
194,156
+10,912
+6% +$1.24M 5.2% 6
2025
Q4 		$21.7M Buy
183,244
+4,676
+3% +$554K 5.51% 5
2025
Q3 		$20.9M Sell
178,568
-2,984
-2% -$332K 5.55% 5
2025
Q2 		$19.3M Buy
181,552
+17,676
+11% +$1.69M 5.58% 5
2025
Q1 		$14.8M Buy
163,876
+16,572
+11% +$1.63M 4.62% 8
2024
Q4 		$14.8M Buy
+147,304
New +$14.5M 5.26% 5

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Kelly Financial Group's IWF Position: Q2 2026 in Review

Kelly Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, buying an estimated $517K and bringing the position to 198,448 shares worth $24.6M. The position accounts for 5.48% of the portfolio, ranked #6.

Kelly Financial Group first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Kelly Financial Group held 198,448 shares of iShares Russell 1000 Growth ETF worth $24.6M as of Q2 2026.
  • Kelly Financial Group bought 4,292 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $517K.
  • iShares Russell 1000 Growth ETF made up 5.48% of Kelly Financial Group's portfolio in Q2 2026, its #6 holding.
  • Kelly Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.