Kellett Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.16M	Sell	51,809 -788	-1%	-$63.2K	2.71%	9
2025 Q1	$3.76M	Buy	52,597 +2,571	+5%	+$184K	2.6%	8
2024 Q4	$3.78M	Buy	50,026 +2,802	+6%	+$212K	2.6%	8
2024 Q3	$3.45M	Buy	47,224 +3,686	+8%	+$269K	2.46%	9
2024 Q2	$2.95M	Buy	+43,538	New	+$2.95M	2.38%	9