Kellett Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,069	Closed	-$623K	–	79
2024 Q1	$623K	Buy	10,069 +329	+3%	+$20.4K	0.43%	38
2023 Q4	$558K	Buy	9,740 +5,845	+150%	+$335K	0.41%	39
2023 Q3	$210K	Buy	+3,895	New	+$210K	0.18%	61