KFS
Kelly Financial Services’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55M | Buy |
55,103
+696
| +1% | +$121K | 2.81% | 13 |
|
|
2025
Q1 | $7.64M | Buy |
54,407
+1,605
| +3% | +$225K | 2.66% | 13 |
|
|
2024
Q4 | $8.42M | Sell |
52,802
-336
| -0.6% | -$53.6K | 3.04% | 9 |
|
|
2024
Q3 | $8.06M | Sell |
53,138
-352
| -0.7% | -$53.4K | 2.95% | 9 |
|
|
2024
Q2 | $8.05M | Buy |
53,490
+546
| +1% | +$82.2K | 2.88% | 8 |
|
|
2024
Q1 | $7.15M | Sell |
52,944
-1,648
| -3% | -$223K | 2.74% | 8 |
|
|
2023
Q4 | $6.7M | Buy |
54,592
+11,468
| +27% | +$1.41M | 2.71% | 6 |
|
|
2023
Q3 | $4.52M | Sell |
43,124
-25,935
| -38% | -$2.72M | 2.08% | 11 |
|
|
2023
Q2 | $7.52M | Sell |
69,059
-3,599
| -5% | -$392K | 3.56% | 5 |
|
|
2023
Q1 | $6.74M | Buy |
72,658
+28,233
| +64% | +$2.62M | 3.4% | 6 |
|
|
2022
Q4 | $3.31M | Buy |
44,425
+44,383
| +105,674% | +$3.31M | 1.74% | 10 |
|
|
2022
Q3 | $3.11K | Sell |
42
-2,212
| -98% | -$164K | ﹤0.01% | 456 |
|
|
2022
Q2 | $180K | Buy |
2,254
+1,679
| +292% | +$134K | 0.09% | 80 |
|
|
2022
Q1 | $59.3K | Buy |
+575
| New | +$59.3K | 0.03% | 160 |
|