Avion Wealth’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Hold
23
﹤0.01% 817
2025
Q1
$2K Hold
23
﹤0.01% 727
2024
Q4
$2K Hold
23
﹤0.01% 724
2024
Q3
$2K Hold
23
﹤0.01% 691
2024
Q2
$2K Hold
23
﹤0.01% 622
2024
Q1
$3K Hold
23
﹤0.01% 570
2023
Q4
$2K Hold
23
﹤0.01% 581
2023
Q3
$1K Hold
23
﹤0.01% 657
2023
Q2
$1K Hold
23
﹤0.01% 592
2023
Q1
$1K Hold
23
﹤0.01% 450
2022
Q4
$1K Hold
23
﹤0.01% 423
2022
Q3
$2K Sell
23
-33
-59% -$2.87K ﹤0.01% 401
2022
Q2
$4K Buy
+56
New +$4K ﹤0.01% 345