Cerity Partners’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	$1.1M	Buy	+9,111	New	+$1.1M	﹤0.01%	1473
2025 Q1	–	Hold	0	–	–	–	2536
2024 Q4	–	Sell	-2,684	Closed	-$279K	–	2517
2024 Q3	$279K	Buy	+2,684	New	+$279K	﹤0.01%	2108