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Kelly Financial Group’s iShares US Technology ETF IYW Stock Holding History

Kelly Financial Group’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Sell
1,249
-3
-0.2% -$689 0.07% 78
2026
Q1 		$227K Buy
1,252
+1
+0.1% +$193 0.06% 89
2025
Q4 		$250K Sell
1,251
-49
-4% -$9.8K 0.06% 75
2025
Q3 		$255K Sell
1,300
-92
-7% -$16.8K 0.07% 77
2025
Q2 		$241K Buy
+1,392
New +$211K 0.07% 74
2025
Q1 		– Sell
-1,391
Closed -$222K – 82
2024
Q4 		$222K Buy
+1,391
New +$220K 0.08% 69

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Kelly Financial Group reduced its iShares US Technology ETF (IYW) stake by 0.24% in Q2 2026, selling an estimated $689 and leaving 1,249 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #78.

Kelly Financial Group first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Kelly Financial Group held 1,249 shares of iShares US Technology ETF worth $315K as of Q2 2026.
  • Kelly Financial Group sold 3 iShares US Technology ETF shares in Q2 2026, an estimated $689.
  • iShares US Technology ETF made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #78 holding.
  • Kelly Financial Group first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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