Belpointe Asset 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
2023 Q2	–	Sell	-3,310	Closed	-$235K	–	1982
2023 Q1	$235K	Buy	3,310 +570	+21%	+$43.8K	0.01%	861
2022 Q4	$207K	Buy	2,740 +511	+23%	+$38.3K	0.01%	885
2022 Q3	$151K	Buy	2,229 +9	+0.4%	+$663	0.01%	962
2022 Q2	$156K	Sell	2,220 -236	-10%	-$18K	0.01%	927
2022 Q1	$207K	Buy	2,456 +62	+3%	+$5.34K	0.01%	890
2021 Q4	$207K	Buy	2,394 +6	+0.3%	+$523	0.01%	877
2021 Q3	$197K	Buy	2,388 +48	+2%	+$3.98K	0.01%	859
2021 Q2	$190K	Sell	2,340 -86	-4%	-$6.91K	0.01%	852
2021 Q1	$182K	Buy	2,426 +6	+0.2%	+$427	0.02%	785
2020 Q4	$162K	Sell	2,420 -232	-9%	-$14.3K	0.01%	772
2020 Q3	$150K	Buy	2,652 +10	+0.4%	+$574	0.02%	638
2020 Q2	$145K	Buy	2,642 +78	+3%	+$4.16K	0.02%	623
2020 Q1	$125K	Buy	2,564 +152	+6%	+$9.62K	0.02%	553
2019 Q4	$166K	Buy	2,412 +154	+7%	+$10.2K	0.02%	598
2019 Q3	$145K	Buy	2,258 +4	+0.2%	+$254	0.02%	568
2019 Q2	$142K	Buy	+2,254	New	+$139K	0.03%	495
2018 Q1	–	Sell	-4,190	Closed	-$250K	–	416
2017 Q4	$250K	Buy	+4,190	New	+$243K	0.05%	375