AWM
IYF icon

Apollon Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Apollon Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Buy
2,601
+956
+58% +$119K 0.01% 1101
2025
Q4 		$212K Buy
+1,645
New +$206K ﹤0.01% 1206
2025
Q1 		– Sell
-121,739
Closed -$13.5M – 1246
2024
Q4 		$13.5M Sell
121,739
-2,496
-2% -$278K 0.31% 65
2024
Q3 		$12.9M Buy
124,235
+114,383
+1,161% +$11.5M 0.37% 55
2024
Q2 		$932K Buy
9,852
+5,703
+137% +$534K 0.03% 492
2024
Q1 		$397K Buy
+4,149
New +$370K 0.01% 771
2023
Q3 		– Sell
-5,254
Closed -$392K – 949
2023
Q2 		$392K Buy
+5,254
New +$379K 0.02% 669

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PF
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PCH
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Goldman Sachs
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LPL Financial
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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return