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Kellett Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Kellett Wealth Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,548
Closed -$1.49M – 81
2024
Q1 		$1.49M Buy
16,548
+5,211
+46% +$468K 1.03% 21
2023
Q4 		$1.04M Buy
+11,337
New +$1.04M 0.77% 22