Clear Creek Financial Management’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	$205K	Hold	1,744	–	–	0.02%	578
2025 Q4	$225K	Sell	1,744 -647	-27%	-$80.9K	0.02%	538
2025 Q3	$303K	Buy	2,391 +646	+37%	+$79.9K	0.03%	479
2025 Q2	$211K	Buy	+1,745	New	+$197K	0.02%	506
2025 Q1	–	Sell	-16,333	Closed	-$1.81M	–	535
2024 Q4	$1.81M	Buy	16,333 +2,504	+18%	+$279K	0.2%	112
2024 Q3	$1.44M	Buy	13,829 +434	+3%	+$43.5K	0.16%	122
2024 Q2	$1.27M	Buy	13,395 +1,358	+11%	+$127K	0.15%	124
2024 Q1	$1.15M	Buy	12,037 +1,507	+14%	+$134K	0.15%	128
2023 Q4	$899K	Buy	+10,530	New	+$821K	0.14%	126
2023 Q3	–	Sell	-6,681	Closed	-$498K	–	335
2023 Q2	$498K	Buy	+6,681	New	+$482K	0.09%	176
2023 Q1	–	Sell	-2,683	Closed	-$202K	–	318
2022 Q4	$202K	Sell	2,683 -354	-12%	-$26.5K	0.04%	273
2022 Q3	$205K	Hold	3,037	–	–	0.05%	257
2022 Q2	$213K	Hold	3,037	–	–	0.04%	269
2022 Q1	$257K	Sell	3,037 -1,224	-29%	-$105K	0.04%	279
2021 Q4	$369K	Sell	4,261 -504	-11%	-$43.9K	0.06%	220
2021 Q3	$393K	Buy	+4,765	New	+$396K	0.06%	208