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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.55M	Sell	7,179 -7,065	-50%	-$1.52M	0.45%	27
2025 Q1	$2.84M	Sell	14,244 -1,885	-12%	-$376K	0.89%	23
2024 Q4	$3.56M	Buy	+16,129	New	+$3.56M	1.27%	18