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Kelly Financial Services’s iShares US Technology ETF IYW Stock Holding History

Kelly Financial Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Sell
9,089
-191
-2% -$43.9K 0.49% 35
2026
Q1 		$1.68M Sell
9,280
-425
-4% -$82.1K 0.41% 38
2025
Q4 		$1.94M Sell
9,705
-2,423
-20% -$485K 0.49% 31
2025
Q3 		$2.38M Sell
12,128
-42,975
-78% -$7.86M 0.62% 29
2025
Q2 		$9.55M Buy
55,103
+696
+1% +$106K 2.81% 13
2025
Q1 		$7.64M Buy
54,407
+1,605
+3% +$250K 2.66% 13
2024
Q4 		$8.42M Sell
52,802
-336
-0.6% -$53.2K 3.04% 9
2024
Q3 		$8.06M Sell
53,138
-352
-0.7% -$51.8K 2.95% 9
2024
Q2 		$8.05M Buy
53,490
+546
+1% +$75.5K 2.88% 8
2024
Q1 		$7.15M Sell
52,944
-1,648
-3% -$215K 2.74% 8
2023
Q4 		$6.7M Buy
54,592
+11,468
+27% +$1.3M 2.71% 6
2023
Q3 		$4.52M Sell
43,124
-25,935
-38% -$2.82M 2.08% 11
2023
Q2 		$7.52M Sell
69,059
-3,599
-5% -$353K 3.56% 5
2023
Q1 		$6.74M Buy
72,658
+28,233
+64% +$2.37M 3.4% 6
2022
Q4 		$3.31M Buy
44,425
+44,383
+105,674% +$3.4M 1.74% 10
2022
Q3 		$3.11K Sell
42
-2,212
-98% -$188K ﹤0.01% 456
2022
Q2 		$180K Buy
2,254
+1,679
+292% +$149K 0.09% 80
2022
Q1 		$59.3K Buy
+575
New +$58.7K 0.03% 160

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Kelly Financial Services reduced its iShares US Technology ETF (IYW) stake by 2.1% in Q2 2026, selling an estimated $43.9K and leaving 9,089 shares worth $2.29M. The position accounts for 0.49% of the portfolio, ranked #35.

Kelly Financial Services first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.55M in Q2 2025. 1,298 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Kelly Financial Services held 9,089 shares of iShares US Technology ETF worth $2.29M as of Q2 2026.
  • Kelly Financial Services sold 191 iShares US Technology ETF shares in Q2 2026, an estimated $43.9K.
  • iShares US Technology ETF made up 0.49% of Kelly Financial Services's portfolio in Q2 2026, its #35 holding.
  • Kelly Financial Services first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • Kelly Financial Services's iShares US Technology ETF position peaked at $9.55M in Q2 2025.
  • 1,298 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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