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Kelly Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Kelly Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
888
-9
-1% -$3.57K 0.08% 91
2026
Q1 		$320K Buy
897
+53
+6% +$19.7K 0.08% 91
2025
Q4 		$315K Buy
844
+36
+4% +$13.3K 0.08% 86
2025
Q3 		$295K Sell
808
-96
-11% -$33.8K 0.08% 89
2025
Q2 		$307K Buy
+904
New +$284K 0.09% 87
2024
Q3 		– Sell
-175
Closed -$52.1K – 428
2024
Q2 		$52.1K Sell
175
-168
-49% -$48.2K 0.02% 220
2024
Q1 		$98.8K Sell
343
-19
-5% -$5.21K 0.04% 152
2023
Q4 		$95K Buy
362
+92
+34% +$22.5K 0.04% 145
2023
Q3 		$63.4K Buy
270
+7
+3% +$1.71K 0.03% 162
2023
Q2 		$64.1K Buy
263
+205
+353% +$47.2K 0.03% 164
2023
Q1 		$13.1K Buy
58
+10
+21% +$2.2K 0.01% 318
2022
Q4 		$10.1K Hold
48
– – 0.01% 328
2022
Q3 		$9.47K Sell
48
-61
-56% -$13.4K 0.01% 330
2022
Q2 		$22.7K Buy
109
+64
+142% +$14.5K 0.01% 242
2022
Q1 		$11.3K Buy
+45
New +$11.1K 0.01% 323

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Kelly Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q2 2026, selling an estimated $3.57K and leaving 888 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #91.

Kelly Financial Services first reported a position in IWB in Q1 2022 and has held it in 15 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kelly Financial Services held 888 shares of iShares Russell 1000 ETF worth $364K as of Q2 2026.
  • Kelly Financial Services sold 9 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Russell 1000 ETF made up 0.08% of Kelly Financial Services's portfolio in Q2 2026, its #91 holding.
  • Kelly Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 15 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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