CreativeOne Wealth’s iShares US Financials ETF IYF Stock Holding History

CreativeOne Wealth’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	$535K	Buy
2025 Q2	$467K	Sell
2025 Q1	$673K	Buy
2024 Q4	$648K	Buy
2024 Q3	$547K	Buy
2024 Q2	$251K	Sell
2024 Q1	$415K	Buy
2022 Q1	–	Sell
2021 Q4	$393K	Sell
2021 Q3	$420K	Sell
2021 Q2	$473K	Buy