Kelly Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-56	Closed	-$11.3K	–	433
2024 Q2	$11.3K	Sell	56 -7	-11%	-$1.42K	﹤0.01%	415
2024 Q1	$13.2K	Sell	63 -51	-45%	-$10.2K	0.01%	382
2023 Q4	$23K	Buy	114 +39	+52%	+$6.99K	0.01%	293
2023 Q3	$13.2K	Sell	75 -11	-13%	-$2.06K	0.01%	335
2023 Q2	$16.1K	Buy	86 +3	+4%	+$535	0.01%	304
2023 Q1	$14.7K	Buy	83 +32	+63%	+$5.89K	0.01%	304
2022 Q4	$8.96K	Buy	51 +1	+2%	+$178	﹤0.01%	343
2022 Q3	$8.27K	Buy	50 +1	+2%	+$182	﹤0.01%	342
2022 Q2	$8.28K	Sell	49 -17	-26%	-$3.13K	﹤0.01%	345
2022 Q1	$13.5K	Hold	66	–	–	0.01%	308
2021 Q4	$14.6K	Buy	66 +1	+2%	+$226	0.01%	301
2021 Q3	$14.3K	Sell	65 -14,884	-100%	-$3.3M	0.01%	288
2021 Q2	$65K	Buy	14,949 +14,889	+24,815%	+$3.35M	﹤0.01%	427
2021 Q1	$13.3K	Buy	60 +7	+13%	+$1.53K	0.01%	262
2020 Q4	$10.4K	Buy	+53	New	+$9.27K	0.01%	267