Cresset Asset 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	$300K	Sell	2,550 -1,816	-42%	-$225K	﹤0.01%	1267
2025 Q4	$563K	Buy	4,366 +2,190	+101%	+$274K	﹤0.01%	1015
2025 Q3	$276K	Hold	2,176	–	–	﹤0.01%	1281
2025 Q2	$263K	Hold	2,176	–	–	﹤0.01%	1190
2025 Q1	$246K	Hold	2,176	–	–	﹤0.01%	1427
2024 Q4	$241K	Sell	2,176 -402	-16%	-$44.8K	﹤0.01%	1470
2024 Q3	$268K	Buy	2,578 +1	+0%	+$100	﹤0.01%	1854
2024 Q2	$244K	Sell	2,577 -75	-3%	-$7.02K	﹤0.01%	1812
2024 Q1	$254K	Buy	+2,652	New	+$236K	﹤0.01%	1662
2023 Q4	–	Sell	-14,059	Closed	-$1.05M	–	1884
2023 Q3	$1.05M	Buy	14,059 +1	+0%	+$77	0.01%	829
2023 Q2	$1.05M	Buy	14,058 +9,785	+229%	+$706K	0.01%	922
2023 Q1	$304K	Buy	+4,273	New	+$329K	0.01%	627