ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Kelly Financial Services LLC's Holding History (CIK: 0002023336)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 182,870 Value ($000) $22,541 Avg Close Range
Q3 2025
Shares 179,795 Value ($000) $21,705 Avg Close Range
Q2 2025
Shares 186,207 Value ($000) $20,501 Avg Close Range
Q1 2025
Shares 200,448 Value ($000) $18,608 Avg Close Range
Q4 2024
Shares 193,505 Value ($000) $19,649 Avg Close Range
Q3 2024
Shares 196,165 Value ($000) $18,783 Avg Close Range
Q2 2024
Shares 227,562 Value ($000) $21,059 Avg Close Range
Q1 2024
Shares 144,049 Value ($000) $12,163 Avg Close Range
Q4 2023
Shares 69,501 Value ($000) $5,220 Avg Close Range
Q3 2023
Shares 68,849 Value ($000) $4,711 Avg Close Range
Q2 2023
Shares 15,014 Value ($000) $1,058 Avg Close Range
Q1 2023
Shares 200 Value ($000) $13 Avg Close Range
Q4 2022
Shares 167 Value ($000) $10 Avg Close Range
Q3 2022
Shares 167 Value ($000) $10 Avg Close Range
Q2 2022
Shares 167 Value ($000) $10 Avg Close Range
Q1 2022
Shares 3,658 Value ($000) $279 Avg Close Range
Q4 2021
Shares 167 Value ($000) $14 Avg Close Range
Q3 2021
Shares 166 Value ($000) $12 Avg Close Range
Q2 2021
Shares 20,818 Value ($000) $0 Avg Close Range
Q1 2021
Shares 286 Value ($000) $19 Avg Close Range
Q4 2020
Shares 286 Value ($000) $18 Avg Close Range
Q3 2020
Shares 71 Value ($000) $16 Avg Close Range
Q2 2020
Shares 41 Value ($000) $9 Avg Close Range
Q1 2020
Shares 41 Value ($000) $7 Avg Close Range
Q4 2019
Shares 41 Value ($000) $8 Avg Close Range
Q3 2019
Shares 41 Value ($000) $7 Avg Close Range
Q2 2019
Shares 95 Value ($000) $17 Avg Close Range
Q1 2019
Shares 94 Value ($000) $16 Avg Close Range