Bond & Devick Financial Network’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	$466K	Hold	3,961	–	–	0.13%	106
2025 Q4	$511K	Hold	3,961	–	–	0.14%	96
2025 Q3	$502K	Hold	3,961	–	–	0.15%	96
2025 Q2	$479K	Hold	3,961	–	–	0.16%	93
2025 Q1	$447K	Buy	3,961 +171	+5%	+$19.6K	0.16%	87
2024 Q4	$394K	Hold	3,790	–	–	0.17%	102
2024 Q3	$394K	Hold	3,790	–	–	0.17%	102
2024 Q2	$358K	Hold	3,790	–	–	0.19%	96
2024 Q1	$363K	Hold	3,790	–	–	0.2%	93
2023 Q4	$324K	Hold	3,790	–	–	0.18%	98
2023 Q3	$283K	Hold	3,790	–	–	0.18%	105
2023 Q2	$283K	Hold	3,790	–	–	0.18%	105
2023 Q1	$270K	Hold	3,790	–	–	0.17%	108
2022 Q4	$286K	Hold	3,790	–	–	0.2%	98
2022 Q3	$256K	Hold	3,790	–	–	0.21%	94
2022 Q2	$265K	Hold	3,790	–	–	0.23%	94
2022 Q1	$320K	Sell	3,790 -115	-3%	-$9.9K	0.26%	86
2021 Q4	$339K	Hold	3,905	–	–	0.25%	83
2021 Q3	$322K	Hold	3,905	–	–	0.27%	83
2021 Q2	$317K	Sell	3,905 -330	-8%	-$26.5K	0.26%	81
2021 Q1	$317K	Buy	4,235 +269	+7%	+$19.1K	0.29%	77
2020 Q4	$265K	Buy	+3,966	New	+$245K	0.3%	79