Founders Financial Alliance’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	$5.88K	Hold	50	–	–	﹤0.01%	670
2025 Q4	$6.45K	Hold	50	–	–	﹤0.01%	539
2025 Q3	$6.33K	Hold	50	–	–	﹤0.01%	636
2025 Q2	$6.05K	Hold	50	–	–	﹤0.01%	483
2025 Q1	$5.64K	Hold	50	–	–	﹤0.01%	555
2024 Q4	$5.53K	Hold	50	–	–	﹤0.01%	516
2024 Q3	$5.2K	Hold	50	–	–	﹤0.01%	527
2024 Q2	$4.73K	Hold	50	–	–	﹤0.01%	513
2024 Q1	$4.78K	Buy	50 +20	+67%	+$1.78K	﹤0.01%	518
2023 Q4	$2.56K	Hold	30	–	–	﹤0.01%	475
2023 Q3	$2.24K	Hold	30	–	–	﹤0.01%	459
2023 Q2	$2.24K	Hold	30	–	–	﹤0.01%	492
2023 Q1	$2.13K	Hold	30	–	–	﹤0.01%	440
2022 Q4	$2.26K	Sell	30 -778	-96%	-$58.3K	﹤0.01%	467
2022 Q3	$55K	Sell	808 -4,822	-86%	-$355K	0.03%	307
2022 Q2	$394K	Buy	5,630 +4,822	+597%	+$368K	0.2%	111
2022 Q1	$68K	Hold	808	–	–	0.03%	293
2021 Q4	$70K	Hold	808	–	–	0.03%	330
2021 Q3	$66K	Hold	808	–	–	0.03%	307
2021 Q2	$65K	Hold	808	–	–	0.03%	328
2021 Q1	$66K	Buy	808 +30	+4%	+$2.13K	0.03%	308
2020 Q4	$52K	Hold	778	–	–	0.03%	292
2020 Q3	$46K	Buy	+778	New	+$44.6K	0.03%	398