Castle Rock Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Castle Rock Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.4M	Buy
2025 Q2	$1.33M	Buy
2018 Q2	–	Sell
2018 Q1	$371K	Buy
2017 Q4	$276K	Buy