KFS
Kelly Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$15.3K | 0.49% | 38 |
|
|
2024
Q2 | $1.3M | Sell |
9,692
-8,261
| -46% | -$1.11M | 0.46% | 33 |
|
|
2024
Q1 | $2.28M | Sell |
17,953
-1,106
| -6% | -$141K | 0.87% | 24 |
|
|
2023
Q4 | $2.19M | Sell |
19,059
-1,414
| -7% | -$163K | 0.89% | 22 |
|
|
2023
Q3 | $2.12M | Sell |
20,473
-1,539
| -7% | -$159K | 0.97% | 21 |
|
|
2023
Q2 | $2.35M | Buy |
22,012
+17,973
| +445% | +$1.92M | 1.11% | 17 |
|
|
2023
Q1 | $393K | Buy |
4,039
+175
| +5% | +$17K | 0.2% | 56 |
|
|
2022
Q4 | $348K | Buy |
3,864
+1,053
| +37% | +$94.7K | 0.18% | 65 |
|
|
2022
Q3 | $239K | Sell |
2,811
-6,188
| -69% | -$525K | 0.14% | 72 |
|
|
2022
Q2 | $808K | Buy |
8,999
+7,533
| +514% | +$677K | 0.42% | 31 |
|
|
2022
Q1 | $158K | Buy |
+1,466
| New | +$158K | 0.07% | 94 |
|