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

Chesapeake 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
2026 Q1	$956K	Sell	8,122 -692	-8%	-$85.9K	0.29%	81
2025 Q4	$1.14M	Sell	8,814 -143	-2%	-$17.9K	0.34%	72
2025 Q3	$1.13M	Sell	8,957 -344	-4%	-$42.5K	0.35%	73
2025 Q2	$1.13M	Sell	9,301 -222	-2%	-$25K	0.38%	68
2025 Q1	$1.07M	Sell	9,523 -1,255	-12%	-$144K	0.38%	66
2024 Q4	$1.19M	Sell	10,778 -1,141	-10%	-$127K	0.41%	62
2024 Q3	$1.24M	Sell	11,919 -36	-0.3%	-$3.61K	0.42%	60
2024 Q2	$1.13M	Sell	11,955 -23	-0.2%	-$2.15K	0.41%	65
2024 Q1	$1.15M	Sell	11,978 -62	-0.5%	-$5.52K	0.42%	64
2023 Q4	$1.03M	Sell	12,040 -24	-0.2%	-$1.87K	0.4%	72
2023 Q3	$902K	Buy	12,064 +258	+2%	+$19.9K	0.38%	72
2023 Q2	$881K	Buy	11,806 +10	+0.1%	+$721	0.35%	77
2023 Q1	$839K	Sell	11,796 -223	-2%	-$17.2K	0.35%	79
2022 Q4	$907K	Buy	12,019 +30	+0.3%	+$2.25K	0.4%	76
2022 Q3	$810K	Sell	11,989 -254	-2%	-$18.7K	0.37%	72
2022 Q2	$856K	Sell	12,243 -44	-0.4%	-$3.36K	0.37%	72
2022 Q1	$1.04M	Sell	12,287 -28	-0.2%	-$2.41K	0.38%	70
2021 Q4	$1.07M	Sell	12,315 -535	-4%	-$46.6K	0.36%	69
2021 Q3	$1.06M	Sell	12,850 -2,056	-14%	-$171K	0.38%	65
2021 Q2	$1.21M	Sell	14,906 -1,952	-12%	-$157K	0.39%	67
2021 Q1	$1.26M	Sell	16,858 -642	-4%	-$45.6K	0.42%	65
2020 Q4	$1.17M	Sell	17,500 -1,468	-8%	-$90.6K	0.4%	74
2020 Q3	$1.08M	Sell	18,968 -772	-4%	-$44.3K	0.4%	77
2020 Q2	$1.09M	Sell	19,740 -1,056	-5%	-$56.3K	0.43%	70
2020 Q1	$1.01M	Sell	20,796 -690	-3%	-$43.7K	0.47%	64
2019 Q4	$1.48M	Sell	21,486 -490	-2%	-$32.5K	0.57%	47
2019 Q3	$1.41M	Sell	21,976 -416	-2%	-$26.4K	0.58%	44
2019 Q2	$1.41M	Sell	22,392 -648	-3%	-$39.9K	0.59%	41
2019 Q1	$1.36M	Sell	23,040 -330	-1%	-$19.2K	0.6%	43
2018 Q4	$1.24M	Sell	23,370 -1,132	-5%	-$64.9K	0.62%	44
2018 Q3	$1.49M	Sell	24,502 -60	-0.2%	-$3.67K	0.66%	40
2018 Q2	$1.44M	Sell	24,562 -96	-0.4%	-$5.71K	0.66%	40
2018 Q1	$1.45M	Buy	+24,658	New	+$1.5M	0.67%	45