Kelly Financial Services LLC IVW Holdings History
Kelly Financial Services LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 186,207.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $20.50 Mil. This investment constitutes 6.04% of their stock portfolio, and Kelly Financial Services LLC now holds 0.03% 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 5 sales at an average price of $88.05 for 72,441.00 shares. Based on historical transaction data and IVW's current price of $113.06, Kelly Financial Services LLC's estimated gain on his IVW holdings is $7.01 Mil, reflecting a 34.32% gain to date.
Kelly Financial Services LLC IVW ($113.06) Holding Chart
Kelly Financial Services LLC IVW ($113.06) 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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