Kiely Wealth Advisory Group’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
2024
Q4
$124K Hold
2024
Q3
$128K Hold
2024
Q2
$117K Hold
2024
Q1
$115K Hold
2023
Q4
$111K Buy