CWM
Cahaba Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
3,162
+78
| +3% | +$9.44K | 0.03% | 109 |
|
|
2025
Q1 | $348K | Buy |
3,084
+10
| +0.3% | +$1.13K | 0.03% | 108 |
|
|
2024
Q4 | $340K | Buy |
3,074
+13
| +0.4% | +$1.44K | 0.03% | 109 |
|
|
2024
Q3 | $318K | Buy |
3,061
+11
| +0.4% | +$1.14K | 0.03% | 118 |
|
|
2024
Q2 | $288K | Buy |
3,050
+10
| +0.3% | +$946 | 0.03% | 118 |
|
|
2024
Q1 | $291K | Buy |
3,040
+10
| +0.3% | +$957 | 0.03% | 118 |
|
|
2023
Q4 | $259K | Buy |
3,030
+30
| +1% | +$2.56K | 0.03% | 121 |
|
|
2023
Q3 | $224K | Buy |
+3,000
| New | +$224K | 0.02% | 133 |
|