KFG
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Kelly Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kelly Financial Group’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06M Sell
13,985
-221
-2% -$62.4K 0.9% 20
2026
Q1 		$3.54M Buy
14,206
+1,078
+8% +$286K 0.89% 21
2025
Q4 		$3.64M Buy
13,128
+106
+0.8% +$29.4K 0.92% 19
2025
Q3 		$3.56M Sell
13,022
-331
-2% -$85.6K 0.95% 19
2025
Q2 		$3.29M Sell
13,353
-340
-2% -$75.7K 0.95% 20
2025
Q1 		$2.89M Buy
+13,693
New +$3.15M 0.9% 22

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

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

Kelly Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, selling an estimated $62.4K and leaving 13,985 shares worth $4.06M. The position accounts for 0.9% of the portfolio, ranked #20.

Kelly Financial Group first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Kelly Financial Group held 13,985 shares of iShares Russell Top 200 Growth ETF worth $4.06M as of Q2 2026.
  • Kelly Financial Group sold 221 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $62.4K.
  • iShares Russell Top 200 Growth ETF made up 0.9% of Kelly Financial Group's portfolio in Q2 2026, its #20 holding.
  • Kelly Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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