Atria Wealth Solutions’s iShares US Financials ETF IYF Stock Holding History

Atria Wealth Solutions’s Portfolio IYF Stock Details IYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$210K	Buy
2024 Q3	–	Sell
2024 Q2	$441K	Buy
2024 Q1	$411K	Buy
2023 Q1	–	Sell
2022 Q4	$279K	Sell
2022 Q3	$274K	Buy
2022 Q2	–	Sell
2022 Q1	$369K	Buy