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Kiely Wealth Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$124K Hold
634
– – 0.08% 80
2024
Q3 		$128K Hold
634
– – 0.08% 82
2024
Q2 		$117K Hold
634
– – 0.06% 70
2024
Q1 		$115K Hold
634
– – 0.07% 66
2023
Q4 		$111K Buy
+634
New +$111K 0.06% 68