iShares S&P 500 Growth Index shares owned by Kelly Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kelly Financial Group
from 13F filings
Historical chart of Kelly Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index 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 S&P 500 Growth Index by Kelly Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $457k | 3.7k | 123.26 |
| 2025-09-30 | $466k | 3.9k | 120.72 |
| 2025-06-30 | $446k | 4.0k | 110.10 |
| 2025-03-31 | $374k | 4.0k | 92.83 |
| 2024-12-31 | $320k | 3.1k | 101.53 |