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Kelly Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Kelly Financial Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56
Closed -$11.3K – 430
2024
Q2 		$11.3K Sell
56
-7
-11% -$1.42K ﹤0.01% 415
2024
Q1 		$13.2K Sell
63
-51
-45% -$10.2K 0.01% 382
2023
Q4 		$23K Buy
114
+39
+52% +$6.99K 0.01% 293
2023
Q3 		$13.2K Sell
75
-11
-13% -$2.06K 0.01% 335
2023
Q2 		$16.1K Buy
86
+3
+4% +$535 0.01% 304
2023
Q1 		$14.7K Buy
83
+32
+63% +$5.89K 0.01% 304
2022
Q4 		$8.96K Buy
51
+1
+2% +$178 ﹤0.01% 343
2022
Q3 		$8.27K Buy
50
+1
+2% +$182 ﹤0.01% 342
2022
Q2 		$8.28K Sell
49
-17
-26% -$3.13K ﹤0.01% 345
2022
Q1 		$13.5K Hold
66
– – 0.01% 308
2021
Q4 		$14.6K Buy
66
+1
+2% +$226 0.01% 301
2021
Q3 		$14.3K Hold
65
– – 0.01% 288
2021
Q2 		$14.9K Buy
65
+5
+8% +$1.12K 0.01% 294
2021
Q1 		$13.3K Buy
60
+7
+13% +$1.53K 0.01% 262
2020
Q4 		$10.4K Buy
+53
New +$9.27K 0.01% 267

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Kelly Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 56 shares — an estimated $11.3K sold.

Kelly Financial Services first reported a position in IWM in Q4 2020 and held it in 15 quarters. The position peaked at $23K in Q4 2023. 2,252 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 56 iShares Russell 2000 ETF shares in Q3 2024, an estimated $11.3K.
  • Kelly Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 15 quarters.
  • Kelly Financial Services's iShares Russell 2000 ETF position peaked at $23K in Q4 2023.
  • 2,252 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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