AWA
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Adapt Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Adapt Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Hold
2,150
– – 0.12% 53
2025
Q1 		$243K Hold
2,150
– – 0.12% 54
2024
Q4 		$238K Hold
2,150
– – 0.12% 65
2024
Q3 		$223K Hold
2,150
– – 0.12% 63
2024
Q2 		$203K Buy
+2,150
New +$203K 0.13% 64