Kelly Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19M | Buy |
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|
2025
Q2 | $16.5M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $6.57M | Buy |
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|
2024
Q3 | $6.3M | Buy |
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|
2024
Q2 | $5.71M | Buy |
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|
2024
Q1 | $5.54M | Buy |
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|
2023
Q4 | $10.5K | Hold |
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|
2023
Q3 | $9.32K | Hold |
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|
2023
Q2 | $9.77K | Sell |
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|
2023
Q1 | $11.8K | Sell |
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|
2022
Q4 | $41.3K | Sell |
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|
2022
Q3 | $38.4K | Sell |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $29.3K | Buy |
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|
2021
Q4 | $9.4K | Hold |
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|
2021
Q3 | $8.72K | Sell |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $8.47K | Hold |
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|
2020
Q4 | $7.68K | Hold |
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|
2020
Q3 | $6.75K | Hold |
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|
2020
Q2 | $6.49K | Hold |
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|
2020
Q1 | $5.78K | Hold |
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|
2019
Q4 | $7.8K | Hold |
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|
2019
Q3 | $7.15K | Sell |
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|
2019
Q2 | $25.1K | Buy |
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|
2019
Q1 | $24.2K | Buy |
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