Kelly Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kelly Financial Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Sell	6,034 -133	-2%	-$37.4K	0.4%	28
2026 Q1	$1.53M	Sell	6,167 -167	-3%	-$43.1K	0.38%	28
2025 Q4	$1.56M	Sell	6,334 -266	-4%	-$65.4K	0.4%	27
2025 Q3	$1.6M	Sell	6,600 -579	-8%	-$133K	0.42%	27
2025 Q2	$1.55M	Sell	7,179 -7,065	-50%	-$1.42M	0.45%	27
2025 Q1	$2.84M	Sell	14,244 -1,885	-12%	-$409K	0.89%	23
2024 Q4	$3.56M	Buy	+16,129	New	+$3.68M	1.27%	18

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Kelly Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, selling an estimated $37.4K and leaving 6,034 shares worth $1.81M. The position accounts for 0.4% of the portfolio, ranked #28.

Kelly Financial Group first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q4 2024. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kelly Financial Group held 6,034 shares of iShares Russell 2000 ETF worth $1.81M as of Q2 2026.
Kelly Financial Group sold 133 iShares Russell 2000 ETF shares in Q2 2026, an estimated $37.4K.
iShares Russell 2000 ETF made up 0.4% of Kelly Financial Group's portfolio in Q2 2026, its #28 holding.
Kelly Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares Russell 2000 ETF position peaked at $3.56M in Q4 2024.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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