Arax Advisory Partners’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	$64.4K	Sell	547 -196	-26%	-$24.3K	﹤0.01%	1577
2025 Q4	$95.8K	Buy	+743	New	+$93K	﹤0.01%	1352
2025 Q3	–	Sell	-547	Closed	-$66.2K	–	3987
2025 Q2	$66.2K	Hold	547	–	–	﹤0.01%	1111
2025 Q1	$61.7K	Hold	547	–	–	﹤0.01%	880
2024 Q4	$60.5K	Buy	547 +247	+82%	+$27.5K	﹤0.01%	842
2024 Q3	$31.2K	Sell	300 -444	-60%	-$44.5K	﹤0.01%	906
2024 Q2	$70.4K	Buy	744 +1	+0.1%	+$94	0.01%	551
2024 Q1	$71.1K	Buy	743 +2	+0.3%	+$178	0.01%	438
2023 Q4	$63.3K	Buy	741 +4	+0.5%	+$312	0.01%	433
2023 Q3	$55.1K	Hold	737	–	–	0.01%	451
2023 Q2	$55K	Buy	737 +2	+0.3%	+$144	0.01%	453
2023 Q1	$52.3K	Buy	735 +2	+0.3%	+$154	0.01%	455
2022 Q4	$55.3K	Buy	733 +4	+0.5%	+$300	0.01%	432
2022 Q3	$49K	Hold	729	–	–	0.01%	435
2022 Q2	$51K	Buy	729 +2	+0.3%	+$153	0.01%	422
2022 Q1	$61K	Buy	727 +2	+0.3%	+$172	0.01%	422
2021 Q4	$63K	Buy	725 +303	+72%	+$26.4K	0.01%	428
2021 Q3	$35K	Buy	+422	New	+$35K	﹤0.01%	493