EP Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

EP Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy
2025 Q1	$167K	Buy
2022 Q3	–	Sell
2022 Q2	$592K	Buy
2022 Q1	$142K	Buy