Kelly Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,649	Closed	-$1.07M	–	86
2025 Q1	$1.07M	Sell	9,649 -1,687	-15%	-$187K	0.33%	37
2024 Q4	$1.48M	Buy	+11,336	New	+$1.48M	0.53%	31