CFM Wealth Partners’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
2026 Q1	$485K	Hold	4,122	–	–	0.07%	104
2025 Q4	$531K	Hold	4,122	–	–	0.08%	99
2025 Q3	$522K	Hold	4,122	–	–	0.08%	99
2025 Q2	$499K	Hold	4,122	–	–	0.08%	95
2025 Q1	$465K	Hold	4,122	–	–	0.08%	101
2024 Q4	$456K	Hold	4,122	–	–	0.08%	99
2024 Q3	$428K	Hold	4,122	–	–	0.07%	105
2024 Q2	$390K	Hold	4,122	–	–	0.07%	111
2024 Q1	$394K	Hold	4,122	–	–	0.08%	116
2023 Q4	$352K	Hold	4,122	–	–	0.08%	127
2023 Q3	$308K	Hold	4,122	–	–	0.08%	121
2023 Q2	$308K	Hold	4,122	–	–	0.07%	137
2023 Q1	$293K	Hold	4,122	–	–	0.08%	130
2022 Q4	$311K	Hold	4,122	–	–	0.09%	132
2022 Q3	$278K	Hold	4,122	–	–	0.09%	129
2022 Q2	$288K	Hold	4,122	–	–	0.09%	136
2022 Q1	$348K	Hold	4,122	–	–	0.08%	136
2021 Q4	$361K	Hold	4,122	–	–	0.08%	132
2021 Q3	$340K	Hold	4,122	–	–	0.09%	132
2021 Q2	$334K	Hold	4,122	–	–	0.09%	128
2021 Q1	$309K	Buy	+4,122	New	+$293K	0.09%	123
2020 Q1	–	Sell	-560	Closed	-$39K	–	565
2019 Q4	$39K	Buy	+560	New	+$37.2K	0.01%	302