Frank Rimerman Advisors’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
$241K Hold
1,992
0.02% 507
2025
Q1
$225K Hold
1,992
0.02% 475
2024
Q4
$220K Hold
1,992
0.02% 483
2024
Q3
$207K Buy
+1,992
New +$207K 0.01% 505