ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2024
Shares 2,848 Value ($000) $315 Avg Close Range
Q3 2024
Shares 2,728 Value ($000) $283 Avg Close Range
Q2 2024
Shares 3,784 Value ($000) $358 Avg Close Range
Q1 2024
Shares 8,383 Value ($000) $802 Avg Close Range
Q4 2023
Shares 7,887 Value ($000) $674 Avg Close Range
Q3 2023
Shares 3,923 Value ($000) $293 Avg Close Range
Q1 2022
Shares 134,702 Value ($000) $11,386 Avg Close Range
Q4 2021
Shares 122,085 Value ($000) $10,583 Avg Close Range