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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	+10,808	New	+$1.33M	0.31%	93
2018 Q2	–	Sell	-6,306	Closed	-$371K	–	126
2018 Q1	$371K	Buy	6,306 +1,692	+37%	+$99.5K	0.61%	58
2017 Q4	$276K	Buy	+4,614	New	+$276K	0.54%	70