Focus Partners Wealth’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
$271K Buy
2,238
+145
+7% +$17.5K ﹤0.01% 1719
2025
Q1
$236K Buy
2,093
+165
+9% +$18.6K ﹤0.01% 1676
2024
Q4
$213K Buy
+1,928
New +$213K ﹤0.01% 1686