Kelly Financial Services LLC IVW Holdings History
Kelly Financial Services LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 200,448.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $18.61 Mil. This investment constitutes 6.47% of their stock portfolio, and Kelly Financial Services LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2019Q3. And since then Kelly Financial Services LLC has made 12 purchases of IVW, at an average price of $78.96, for a total of 258,648.00 shares. In addition, there have been 4 sales at an average price of $85.40 for 58,200.00 shares. Based on historical transaction data and IVW's current price of $110.80, Kelly Financial Services LLC's estimated gain on his IVW holdings is $6.76 Mil, reflecting a 33.09% gain to date.
Kelly Financial Services LLC IVW ($110.80) Holding Chart
Kelly Financial Services LLC IVW ($110.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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