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iShares Morningstar Small Value shares owned by Kelly Financial Group

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Kelly Financial Group from 13F filings

Historical chart of Kelly Financial Group investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Kelly Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Kelly Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 7.6k 66.64
2025-06-30 $478k 7.8k 61.39
2025-03-31 $394k 6.6k 59.30

More positions owned by Kelly Financial Group

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Betabuilders Us (BBIB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Kelly Financial Group

Top funds holding iShares Morningstar Small Value

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