Kiely Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$96.6K Hold
2024
Q3
$95.6K Hold
2024
Q2
$84.6K Buy
2024
Q1
$28.7K Hold
2023
Q4
$27.5K Buy