Kelly Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$768K	Sell	1,237 -523	-30%	-$325K	0.22%	40
2025 Q1	$989K	Sell	1,760 -20	-1%	-$11.2K	0.31%	40
2024 Q4	$1.05M	Buy	+1,780	New	+$1.05M	0.37%	34