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iShares Russell 2000 Index shares owned by Kelly Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kelly Financial Group from 13F filings

Historical chart of Kelly Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Kelly Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Kelly Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 6.6k 241.96
2025-06-30 $1.5M 7.2k 215.79
2025-03-31 $2.8M 14k 199.49
2024-12-31 $3.6M 16k 220.96