Ameritas Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	8,928 +4	+0%	+$496	0.04%	361
2025 Q4	$1.15M	Sell	8,924 -2,483	-22%	-$311K	0.04%	340
2025 Q3	$1.44M	Sell	11,407 -201	-2%	-$24.9K	0.09%	184
2025 Q2	$1.4M	Sell	11,608 -466	-4%	-$52.5K	0.07%	270
2025 Q1	$1.34M	Buy	12,074 +59	+0.5%	+$6.76K	0.05%	320
2024 Q4	$1.33M	Sell	12,015 -30	-0.2%	-$3.34K	0.05%	339
2024 Q3	$1.25M	Sell	12,045 -5	-0%	-$501	0.05%	329
2024 Q2	$1.14M	Sell	12,050 -53	-0.4%	-$4.96K	0.04%	373
2024 Q1	$1.12M	Sell	12,103 -455	-4%	-$40.5K	0.05%	355
2023 Q4	$1.11M	Sell	12,558 -3,255	-21%	-$254K	0.06%	262
2023 Q3	$1.18M	Sell	15,813 -687	-4%	-$53K	0.06%	306
2023 Q2	$1.23M	Sell	16,500 -164	-1%	-$11.8K	0.16%	150
2023 Q1	$1.19M	Sell	16,664 -11,900	-42%	-$915K	0.06%	289
2022 Q4	$2.16M	Buy	28,564 +9,207	+48%	+$690K	0.1%	210
2022 Q3	$1.31M	Buy	19,357 +316	+2%	+$23.3K	0.08%	240
2022 Q2	$1.33M	Sell	19,041 -615	-3%	-$46.9K	0.08%	247
2022 Q1	$1.66M	Buy	19,656 +27	+0.1%	+$2.33K	0.06%	241
2021 Q4	$1.7M	Buy	+19,629	New	+$1.71M	0.06%	250