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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 555 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.
555 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.