Kelly Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.7M | Sell |
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|
2025
Q2 | $20.5M | Sell |
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|
2025
Q1 | $18.6M | Buy |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $18.8M | Sell |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $5.22M | Buy |
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|
2023
Q3 | $4.71M | Buy |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $12.8K | Buy |
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|
2022
Q4 | $9.78K | Hold |
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|
2022
Q3 | $9.68K | Hold |
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|
2022
Q2 | $10.1K | Sell |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $13.9K | Buy |
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|
2021
Q3 | $12.3K | Sell |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $18.6K | Hold |
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|
2020
Q4 | $18.2K | Buy |
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|
2020
Q3 | $16.5K | Buy |
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|
2020
Q2 | $8.56K | Hold |
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|
2020
Q1 | $6.79K | Hold |
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|
2019
Q4 | $7.95K | Hold |
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|
2019
Q3 | $7.34K | Sell |
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|
2019
Q2 | $17K | Buy |
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|
2019
Q1 | $16.3K | Buy |
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