Kellett Wealth Advisors, LLC IYF Holdings History
Kellett Wealth Advisors, LLC's iShares U.S. Financials ETF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held - shares of iShares U.S. Financials ETF(IYF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 5 purchases of IYF, at an average price of $86.33, for a total of 143,205.00 shares. In addition, there have been 4 sales at an average price of $77.68 for 143,205.00 shares. Based on historical transaction data and IYF's current price of $123.65, Kellett Wealth Advisors, LLC's estimated gain on his IYF holdings is $-1.24 Mil, reflecting a -10.02% gain to date.
Kellett Wealth Advisors, LLC IYF ($123.65) Holding Chart
Kellett Wealth Advisors, LLC IYF ($123.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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