Crewe Advisors’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-702	Closed	-$77.6K	–	739
2024 Q4	$77.6K	Sell	702 -1,030	-59%	-$114K	0.01%	235
2024 Q3	$180K	Buy	+1,732	New	+$180K	0.02%	159