Kellett Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,230	Closed	-$365K	–	74
2024 Q2	$365K	Buy	6,230 +305	+5%	+$17.8K	0.29%	34
2024 Q1	$360K	Buy	+5,925	New	+$360K	0.25%	50