iShares S&P 500 Value Index shares owned by Kelly Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kelly Financial Services
from 13F filings
Historical chart of Kelly Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kelly Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.7M | 31k | 182.01 |
| 2024-03-31 | $5.5M | 30k | 186.81 |
| 2023-12-31 | $11k | 61 | 172.72 |
| 2023-09-30 | $9.3k | 61 | 152.80 |
| 2023-06-30 | $9.8k | 61 | 160.10 |
| 2023-03-31 | $12k | 78 | 151.54 |
| 2022-12-31 | $41k | 285 | 145.04 |
| 2022-09-30 | $38k | 299 | 128.42 |
| 2022-06-30 | $173k | 1.3k | 137.44 |
| 2022-03-31 | $29k | 188 | 155.81 |
| 2021-12-31 | $9.4k | 60 | 156.63 |
| 2021-09-30 | $8.7k | 60 | 145.42 |
| 2021-06-30 | $60k | 8.9k | 6.77 |
| 2021-03-31 | $8.5k | 60 | 141.23 |
| 2020-12-31 | $7.7k | 60 | 128.02 |
| 2020-09-30 | $6.7k | 60 | 112.45 |
| 2020-06-30 | $6.5k | 60 | 108.22 |
| 2020-03-31 | $5.8k | 60 | 96.25 |
| 2019-12-31 | $7.8k | 60 | 130.08 |
| 2019-09-30 | $7.1k | 60 | 119.13 |
| 2019-06-30 | $25k | 216 | 116.42 |
| 2019-03-31 | $24k | 215 | 112.66 |