FWL Investment Management’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
$139K Sell
1,148
-160
-12% -$19.4K 0.04% 103
2025
Q1
$148K Sell
1,308
-125
-9% -$14.1K 0.05% 92
2024
Q4
$158K Buy
+1,433
New +$158K 0.06% 89