ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q1 2024
Shares 2,861 Value ($000) $602 Avg Close — Range —
Q4 2023
Shares 2,770 Value ($000) $556 Avg Close — Range —
Q3 2023
Shares 2,770 Value ($000) $490 Avg Close — Range —
Q1 2022
Shares 1,038 Value ($000) $213 Avg Close — Range —
Q4 2021
Shares 3,988 Value ($000) $887 Avg Close — Range —