EP Wealth 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 Q2	$217K	Buy	1,791 +311	+21%	+$37.6K	﹤0.01%	1210
2025 Q1	$167K	Buy	+1,480	New	+$167K	﹤0.01%	1170
2022 Q3	–	Sell	-8,459	Closed	-$592K	–	483
2022 Q2	$592K	Buy	8,459 +6,780	+404%	+$474K	0.01%	339
2022 Q1	$142K	Buy	+1,679	New	+$142K	﹤0.01%	606