Central Valley Advisors’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
2025
Q3
$552K Hold
2025
Q2
$528K Sell
2025
Q1
$497K Sell
2024
Q4
$705K Sell
2024
Q3
$765K Buy
2024
Q2
$265K Sell
2024
Q1
$663K Sell
2023
Q4
$963K Buy