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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,295
Closed -$1.17M – 119
2025
Q1 		$1.17M Buy
+14,295
New +$1.17M 0.41% 34
2024
Q4 		– Sell
-22,436
Closed -$1.82M – 120
2024
Q3 		$1.82M Buy
+22,436
New +$1.82M 0.67% 29