KFG
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Kelly Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Kelly Financial Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Buy
673
+22
+3% +$7.88K 0.05% 93
2026
Q1 		$207K Sell
651
-335
-34% -$112K 0.05% 97
2025
Q4 		$338K Sell
986
-24
-2% -$8.15K 0.09% 64
2025
Q3 		$336K Buy
1,010
+60
+6% +$19.1K 0.09% 62
2025
Q2 		$289K Sell
950
-8
-0.8% -$2.23K 0.08% 67
2025
Q1 		$259K Sell
958
-11
-1% -$3.16K 0.08% 69
2024
Q4 		$280K Buy
+969
New +$277K 0.1% 58

Other funds holding OEF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Kelly Financial Group increased its iShares S&P 100 ETF (OEF) stake by 3.4% in Q2 2026, buying an estimated $7.88K and bringing the position to 673 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #93.

Kelly Financial Group first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 333 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Kelly Financial Group held 673 shares of iShares S&P 100 ETF worth $246K as of Q2 2026.
  • Kelly Financial Group bought 22 iShares S&P 100 ETF shares in Q2 2026, an estimated $7.88K.
  • iShares S&P 100 ETF made up 0.05% of Kelly Financial Group's portfolio in Q2 2026, its #93 holding.
  • Kelly Financial Group first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's iShares S&P 100 ETF position peaked at $338K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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