Financial Freedom LLC’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
$1.95M Buy
16,591
+7,874
+90% +$977K 0.97% 31
2025
Q4
$1.12M Sell
8,717
-1,072
-11% -$134K 0.56% 42
2025
Q3
$1.24M Buy
9,789
+278
+3% +$34.4K 0.62% 39
2025
Q2
$1.15M Buy
9,511
+3,000
+46% +$338K 0.62% 37
2025
Q1
$735K Buy
6,511
+164
+3% +$18.8K 0.42% 43
2024
Q4
$702K Buy
6,347
+905
+17% +$101K 0.37% 48
2024
Q3
$565K Buy
5,442
+467
+9% +$46.8K 0.3% 55
2024
Q2
$470K Buy
4,975
+188
+4% +$17.6K 0.27% 60
2024
Q1
$458K Buy
4,787
+10
+0.2% +$891 0.27% 62
2023
Q4
$408K Buy
4,777
+30
+0.6% +$2.34K 0.26% 66
2023
Q3
$355K Sell
4,747
-65
-1% -$5.01K 0.25% 64
2023
Q2
$359K Buy
4,812
+12
+0.3% +$865 0.25% 60
2023
Q1
$341K Buy
4,800
+14
+0.3% +$1.08K 0.25% 60
2022
Q4
$361K Buy
+4,786
New +$359K 0.24% 55

Other funds holding IYF