ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Kellett Wealth Advisors, LLC's Holding History (CIK: 0001910381)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 758 Value ($000) $359 Avg Close — Range —
Q3 2025
Shares 626 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 593 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 592 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 592 Value ($000) $238 Avg Close — Range —
Q3 2024
Shares 585 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 584 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 681 Value ($000) $229 Avg Close — Range —