Balboa Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Balboa Wealth Partners’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
2025 Q2	$2.62M	Buy
2025 Q1	–	Sell
2024 Q4	$2.51M	Sell
2024 Q3	$3.01M	Sell
2024 Q2	$2.8M	Buy
2024 Q1	$2.59M	Buy
2023 Q4	$1.32M	Buy
2023 Q3	–	Sell
2023 Q2	$564K	Buy