Founders Financial Securities’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	$2.04M	Sell	16,587 -885	-5%	-$110K	0.12%	173
2025 Q4	$2.25M	Buy	17,472 +755	+5%	+$94.5K	0.13%	151
2025 Q3	$2.12M	Sell	16,717 -629	-4%	-$77.8K	0.14%	141
2025 Q2	$2.1M	Sell	17,346 -726	-4%	-$81.8K	0.16%	124
2025 Q1	$1.98M	Buy	18,072 +418	+2%	+$47.9K	0.17%	124
2024 Q4	$1.95M	Sell	17,654 -541	-3%	-$60.2K	0.18%	112
2024 Q3	$1.89M	Sell	18,195 -985	-5%	-$98.8K	0.17%	113
2024 Q2	$1.81M	Buy	19,180 +755	+4%	+$70.7K	0.17%	115
2024 Q1	$1.76M	Buy	18,425 +71	+0.4%	+$6.32K	0.18%	108
2023 Q4	$1.57M	Buy	18,354 +297	+2%	+$23.2K	0.17%	110
2023 Q3	$1.35M	Sell	18,057 -377	-2%	-$29.1K	0.17%	108
2023 Q2	$1.38M	Buy	18,434 +1,252	+7%	+$90.3K	0.18%	106
2023 Q1	$1.22M	Buy	17,182 +73	+0.4%	+$5.61K	0.18%	114
2022 Q4	$1.29M	Sell	17,109 -32	-0.2%	-$2.4K	0.2%	107
2022 Q3	$1.16M	Buy	17,141 +12,319	+255%	+$907K	0.2%	103
2022 Q2	$337K	Buy	+4,822	New	+$368K	0.07%	189