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Kellett Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Kellett Wealth Advisors’s Portfolio IYC Stock Details IYC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65,878
Closed -$5.4M – 78
2024
Q1 		$5.4M Buy
65,878
+11,165
+20% +$915K 3.74% 9
2023
Q4 		$4.15M Buy
54,713
+47,625
+672% +$3.61M 3.08% 10
2023
Q3 		$475K Buy
+7,088
New +$475K 0.41% 32