KFS
IVW icon

Kelly Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kelly Financial Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.6M Sell
186,168
-4,402
-2% -$581K 5.48% 3
2026
Q1 		$21.5M Buy
190,570
+7,700
+4% +$926K 5.19% 4
2025
Q4 		$22.5M Buy
182,870
+3,075
+2% +$376K 5.65% 5
2025
Q3 		$21.7M Sell
179,795
-6,412
-3% -$737K 5.62% 4
2025
Q2 		$20.5M Sell
186,207
-14,241
-7% -$1.41M 6.04% 4
2025
Q1 		$18.6M Buy
200,448
+6,943
+4% +$700K 6.47% 3
2024
Q4 		$19.6M Sell
193,505
-2,660
-1% -$265K 7.08% 3
2024
Q3 		$18.8M Sell
196,165
-31,397
-14% -$2.9M 6.89% 3
2024
Q2 		$21.1M Buy
227,562
+83,513
+58% +$7.2M 7.53% 2
2024
Q1 		$12.2M Buy
144,049
+74,548
+107% +$5.99M 4.65% 4
2023
Q4 		$5.22M Buy
69,501
+652
+0.9% +$46.4K 2.11% 10
2023
Q3 		$4.71M Buy
68,849
+53,835
+359% +$3.81M 2.16% 10
2023
Q2 		$1.06M Buy
15,014
+14,814
+7,407% +$979K 0.5% 29
2023
Q1 		$12.8K Buy
200
+33
+20% +$2.02K 0.01% 322
2022
Q4 		$9.78K Hold
167
– – 0.01% 332
2022
Q3 		$9.68K Hold
167
– – 0.01% 327
2022
Q2 		$10.1K Sell
167
-3,491
-95% -$231K 0.01% 321
2022
Q1 		$279K Buy
3,658
+3,491
+2,090% +$262K 0.13% 70
2021
Q4 		$13.9K Buy
167
+1
+0.6% +$81 0.01% 303
2021
Q3 		$12.3K Sell
166
-20,652
-99% -$1.57M 0.01% 308
2021
Q2 		$286K Buy
20,818
+20,532
+7,179% +$1.42M 0.01% 254
2021
Q1 		$18.6K Hold
286
– – 0.01% 229
2020
Q4 		$18.2K Buy
286
+2
+0.7% +$121 0.01% 208
2020
Q3 		$16.5K Buy
284
+120
+73% +$6.79K 0.01% 197
2020
Q2 		$8.56K Hold
164
– – 0.01% 270
2020
Q1 		$6.79K Hold
164
– – 0.01% 262
2019
Q4 		$7.95K Hold
164
– – 0.01% 256
2019
Q3 		$7.34K Sell
164
-216
-57% -$9.77K 0.01% 262
2019
Q2 		$17K Buy
380
+4
+1% +$176 0.02% 164
2019
Q1 		$16.3K Buy
+376
New +$15.4K 0.02% 167

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Kelly Financial Services's IVW Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $581K and leaving 186,168 shares worth $25.6M. The position accounts for 5.48% of the portfolio, ranked #3.

Kelly Financial Services first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. 968 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kelly Financial Services held 186,168 shares of iShares S&P 500 Growth ETF worth $25.6M as of Q2 2026.
  • Kelly Financial Services sold 4,402 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $581K.
  • iShares S&P 500 Growth ETF made up 5.48% of Kelly Financial Services's portfolio in Q2 2026, its #3 holding.
  • Kelly Financial Services first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 968 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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