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

Amplius Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-204
Closed -$17K – 543
2021
Q4 		$17K Buy
+204
New +$17K ﹤0.01% 495