Avior Wealth Management’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
2025
Q2
$2.03M Buy
2025
Q1
$1.83M Buy
2024
Q4
$1.52M Buy
2024
Q3
$1.26M Buy
2024
Q2
$1.03M Sell
2024
Q1
$1.23M Buy
2022
Q1
Sell
2021
Q4
$16K Hold
2021
Q3
$16K Sell
2021
Q2
$18K Buy