Kelly Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Sell	4,063 -3,033	-43%	-$307K	0.09%	81
2026 Q1	$658K	Sell	7,096 -1,477	-17%	-$141K	0.16%	54
2025 Q4	$788K	Buy	+8,573	New	+$769K	0.2%	47
2025 Q2	–	Sell	-14,295	Closed	-$1.17M	–	119
2025 Q1	$1.17M	Buy	+14,295	New	+$1.18M	0.41%	34
2024 Q4	–	Sell	-22,436	Closed	-$1.82M	–	120
2024 Q3	$1.82M	Buy	+22,436	New	+$1.75M	0.67%	29

Other funds holding IWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

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

Kelly Financial Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 43% in Q2 2026, selling an estimated $307K and leaving 4,063 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #81.

Kelly Financial Services first reported a position in IWX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q3 2024. 98 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Kelly Financial Services held 4,063 shares of iShares Russell Top 200 Value ETF worth $427K as of Q2 2026.
Kelly Financial Services sold 3,033 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $307K.
iShares Russell Top 200 Value ETF made up 0.09% of Kelly Financial Services's portfolio in Q2 2026, its #81 holding.
Kelly Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 5 quarters since.
Kelly Financial Services's iShares Russell Top 200 Value ETF position peaked at $1.82M in Q3 2024.
98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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