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Kellett Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Kellett Wealth Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,729
Closed -$368K – 82
2024
Q1 		$368K Buy
16,729
+1,545
+10% +$34K 0.25% 49
2023
Q4 		$346K Buy
+15,184
New +$346K 0.26% 49