Evensky & Katz’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
2019 Q1	–	Sell	-42	Closed	-$2K	–	115
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	70
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	62
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	61
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	59
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	47
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	48
2017 Q2	$2K	Buy	42 +2	+5%	+$95	﹤0.01%	46
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	46
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	46
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	47
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	49
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	49
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	47
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	47
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	48
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	48
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	43
2014 Q3	$2K	Hold	40	–	–	﹤0.01%	44
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	34
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q2	$1K	Buy	+40	New	+$1K	﹤0.01%	36