Kellett Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,972	Closed	-$1.62M	–	80
2024 Q1	$1.62M	Buy	10,972 +2,319	+27%	+$343K	1.12%	18
2023 Q4	$1.2M	Buy	+8,653	New	+$1.2M	0.89%	19