Colony Family Offices’s iShares US Financials ETF IYF Stock Holding History

Colony Family Offices’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
2025 Q3	$3.25M	Hold
2025 Q2	$3.11M	Hold
2025 Q1	$2.9M	Sell
2024 Q4	$3.05M	Hold
2024 Q3	$2.87M	Sell
2024 Q2	$3.08M	Hold
2024 Q1	$3.12M	Hold
2023 Q4	$2.78M	Buy