GDS Wealth Management’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	$574K	Buy	4,879 +263	+6%	+$32.6K	0.03%	117
2025 Q4	$595K	Sell	4,616 -32	-0.7%	-$4K	0.04%	114
2025 Q3	$589K	Sell	4,648 -240	-5%	-$29.7K	0.04%	116
2025 Q2	$591K	Buy	4,888 +239	+5%	+$26.9K	0.04%	108
2025 Q1	$525K	Sell	4,649 -132,559	-97%	-$15.2M	0.04%	111
2024 Q4	$15.2M	Sell	137,208 -10,018	-7%	-$1.12M	1.38%	32
2024 Q3	$15.3M	Sell	147,226 -531	-0.4%	-$53.3K	1.49%	29
2024 Q2	$14M	Sell	147,757 -537	-0.4%	-$50.3K	1.53%	29
2024 Q1	$14.2M	Sell	148,294 -2,428	-2%	-$216K	1.66%	20
2023 Q4	$12.9M	Sell	150,722 -763	-0.5%	-$59.5K	1.74%	20
2023 Q3	$11.3M	Buy	151,485 +7,729	+5%	+$596K	1.78%	18
2023 Q2	$10.7M	Buy	143,756 +7,879	+6%	+$568K	1.74%	17
2023 Q1	$9.67M	Buy	135,877 +3,816	+3%	+$293K	1.71%	15
2022 Q4	$9.97M	Buy	132,061 +5,847	+5%	+$438K	1.9%	14
2022 Q3	$8.53M	Buy	126,214 +6,346	+5%	+$467K	1.9%	22
2022 Q2	$8.39M	Buy	119,868 +9,545	+9%	+$728K	1.88%	17
2022 Q1	$8.99M	Buy	110,323 +4,535	+4%	+$391K	1.98%	13
2021 Q4	$9.17M	Buy	+105,788	New	+$9.21M	2.05%	13