KFS
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Kelly Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Kelly Financial Services’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Sell
1,574
-183
-10% -$32.9K 0.06% 104
2026
Q1 		$283K Buy
1,757
+533
+44% +$89.8K 0.07% 98
2025
Q4 		$209K Buy
+1,224
New +$207K 0.05% 118
2025
Q1 		– Sell
-9,051
Closed -$1.31M – 120
2024
Q4 		$1.31M Sell
9,051
-532
-6% -$77K 0.47% 36
2024
Q3 		$1.35M Sell
9,583
-109
-1% -$14.8K 0.49% 38
2024
Q2 		$1.3M Sell
9,692
-8,261
-46% -$1.06M 0.46% 33
2024
Q1 		$2.28M Sell
17,953
-1,106
-6% -$134K 0.87% 24
2023
Q4 		$2.19M Sell
19,059
-1,414
-7% -$153K 0.89% 22
2023
Q3 		$2.12M Sell
20,473
-1,539
-7% -$165K 0.97% 21
2023
Q2 		$2.35M Buy
22,012
+17,973
+445% +$1.81M 1.11% 17
2023
Q1 		$393K Buy
4,039
+175
+5% +$16.5K 0.2% 56
2022
Q4 		$348K Buy
3,864
+1,053
+37% +$95.5K 0.18% 65
2022
Q3 		$239K Sell
2,811
-6,188
-69% -$585K 0.14% 72
2022
Q2 		$808K Buy
8,999
+7,533
+514% +$733K 0.42% 31
2022
Q1 		$158K Buy
+1,466
New +$156K 0.07% 94

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Kelly Financial Services reduced its iShares Russell Top 200 ETF (IWL) stake by 10% in Q2 2026, selling an estimated $32.9K and leaving 1,574 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #104.

Kelly Financial Services first reported a position in IWL in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2023. 92 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Kelly Financial Services held 1,574 shares of iShares Russell Top 200 ETF worth $291K as of Q2 2026.
  • Kelly Financial Services sold 183 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Russell Top 200 ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #104 holding.
  • Kelly Financial Services first reported a position in iShares Russell Top 200 ETF in Q1 2022 and has held it in 15 quarters since.
  • Kelly Financial Services's iShares Russell Top 200 ETF position peaked at $2.35M in Q2 2023.
  • 92 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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