Ballast Advisors’s iShares US Financials ETF IYF Stock Holding History

Ballast Advisors’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
2026 Q1	$2K	Buy
2021 Q3	–	Sell
2021 Q2	$25K	Hold
2021 Q1	$23K	Hold
2020 Q4	$20K	Hold
2020 Q3	$17K	Hold
2020 Q2	$17K	Hold
2020 Q1	$15K	Hold
2019 Q4	$21K	Buy