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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 Change in
Stake 		Trade Value 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 +$102K 0.06% 68

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiely Wealth Advisory Group's IVE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2024 at 634 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #80.

Kiely Wealth Advisory Group first reported a position in IVE in Q4 2023 and has held it in 5 quarters since. The position peaked at $128K in Q3 2024. 1,550 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Kiely Wealth Advisory Group held 634 shares of iShares S&P 500 Value ETF worth $124K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Value ETF made up 0.08% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #80 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares S&P 500 Value ETF position peaked at $128K in Q3 2024.
  • 1,550 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.