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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
Q4 		– Sell
-22,087
Closed -$2.8M – 443
2025
Q3 		$2.8M Buy
22,087
+409
+2% +$50.6K 0.48% 40
2025
Q2 		$2.62M Buy
+21,678
New +$2.44M 0.53% 38
2025
Q1 		– Sell
-22,666
Closed -$2.51M – 353
2024
Q4 		$2.51M Sell
22,666
-6,332
-22% -$705K 0.57% 31
2024
Q3 		$3.01M Sell
28,998
-644
-2% -$64.6K 0.75% 23
2024
Q2 		$2.8M Buy
29,642
+2,558
+9% +$240K 0.74% 21
2024
Q1 		$2.59M Buy
27,084
+11,574
+75% +$1.03M 0.82% 23
2023
Q4 		$1.32M Buy
+15,510
New +$1.21M 0.44% 35
2023
Q3 		– Sell
-7,563
Closed -$564K – 300
2023
Q2 		$564K Buy
+7,563
New +$545K 0.2% 99

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PF
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JP Morgan Chase
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SWP
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HSBC Holdings
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Northwestern Mutual Wealth Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return