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

Kelly Financial Services’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-68	Closed	-$6.2K	–	429
2024 Q2	$6.2K	Sell	68 -8	-11%	-$683	﹤0.01%	472
2024 Q1	$6.4K	Hold	76	–	–	﹤0.01%	478
2023 Q4	$5.76K	Sell	76 -236	-76%	-$16.7K	﹤0.01%	462
2023 Q3	$20.7K	Buy	+312	New	+$21.5K	0.01%	279
2021 Q4	–	Sell	-80	Closed	-$5.48K	–	694
2021 Q3	$5.48K	Sell	80 -23,812	-100%	-$1.68M	﹤0.01%	405
2021 Q2	$22K	Buy	23,892 +23,804	+27,050%	+$1.53M	﹤0.01%	542
2021 Q1	$5.35K	Hold	88	–	–	﹤0.01%	391
2020 Q4	$5.3K	Hold	88	–	–	﹤0.01%	358
2020 Q3	$4.77K	Hold	88	–	–	﹤0.01%	343
2020 Q2	$4.22K	Hold	88	–	–	﹤0.01%	359
2020 Q1	$3.31K	Hold	88	–	–	﹤0.01%	339
2019 Q4	$3.87K	Hold	88	–	–	﹤0.01%	337
2019 Q3	$3.51K	Sell	88 -140	-61%	-$5.61K	﹤0.01%	334
2019 Q2	$8.95K	Sell	228 -4	-2%	-$155	0.01%	234
2019 Q1	$8.75K	Buy	+232	New	+$8.34K	0.01%	235

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelly Financial Services's IWF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 68 shares — an estimated $6.2K sold.

Kelly Financial Services first reported a position in IWF in Q1 2019 and held it in 15 quarters. The position peaked at $22K in Q2 2021. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Kelly Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 68 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $6.2K.
Kelly Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 15 quarters.
Kelly Financial Services's iShares Russell 1000 Growth ETF position peaked at $22K in Q2 2021.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.