Blue Trust Inc’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
2026 Q1	$146K	Hold	1,243	–	–	﹤0.01%	868
2025 Q4	$160K	Hold	1,243	–	–	﹤0.01%	858
2025 Q3	$157K	Hold	1,243	–	–	﹤0.01%	892
2025 Q2	$150K	Hold	1,243	–	–	﹤0.01%	875
2025 Q1	$140K	Sell	1,243 -45	-3%	-$5.15K	﹤0.01%	851
2024 Q4	$142K	Buy	1,288 +45	+4%	+$5.01K	﹤0.01%	776
2024 Q3	$118K	Buy	1,243 +63	+5%	+$6.32K	﹤0.01%	1130
2024 Q2	$113K	Hold	1,180	–	–	﹤0.01%	925
2024 Q1	$113K	Buy	1,180 +180	+18%	+$16K	﹤0.01%	679
2023 Q4	$75K	Sell	1,000 -730	-42%	-$56.9K	﹤0.01%	798
2023 Q3	$129K	Hold	1,730	–	–	﹤0.01%	548
2023 Q2	$123K	Hold	1,730	–	–	﹤0.01%	461
2023 Q1	$131K	Hold	1,730	–	–	﹤0.01%	683
2022 Q4	$117K	Buy	1,730 +1,000	+137%	+$75K	﹤0.01%	615
2022 Q3	$51K	Hold	730	–	–	﹤0.01%	743
2022 Q2	$62K	Buy	+730	New	+$55.7K	﹤0.01%	635