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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,554 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.
  • 1,554 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.