Kelly Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Sell	1,336 -1	-0.1%	-$282	0.08%	88
2026 Q1	$333K	Buy	1,337 +37	+3%	+$9.8K	0.08%	90
2025 Q4	$360K	Sell	1,300 -2,627	-67%	-$728K	0.09%	78
2025 Q3	$1.07M	Buy	3,927 +2,536	+182%	+$656K	0.28%	41
2025 Q2	$343K	Sell	1,391 -3	-0.2%	-$668	0.1%	77
2025 Q1	$294K	Sell	1,394 -6,433	-82%	-$1.48M	0.1%	85
2024 Q4	$1.84M	Buy	+7,827	New	+$1.8M	0.66%	31
2024 Q3	–	Sell	-5,573	Closed	-$1.2M	–	434
2024 Q2	$1.2M	Buy	5,573 +1,239	+29%	+$247K	0.43%	39
2024 Q1	$845K	Buy	4,334 +552	+15%	+$103K	0.32%	46
2023 Q4	$663K	Buy	+3,782	New	+$621K	0.27%	48
2023 Q3	–	Sell	-5,955	Closed	-$950K	–	766
2023 Q2	$944K	Buy	5,955 +817	+16%	+$119K	0.45%	32
2023 Q1	$714K	Buy	+5,138	New	+$667K	0.36%	34

Other funds holding IWY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

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

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

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

Kelly Financial Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.07% in Q2 2026, selling an estimated $282 and leaving 1,336 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #88.

Kelly Financial Services first reported a position in IWY in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2024. 280 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kelly Financial Services held 1,336 shares of iShares Russell Top 200 Growth ETF worth $388K as of Q2 2026.
Kelly Financial Services sold 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.08% of Kelly Financial Services's portfolio in Q2 2026, its #88 holding.
Kelly Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 12 quarters since.
Kelly Financial Services's iShares Russell Top 200 Growth ETF position peaked at $1.84M in Q4 2024.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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