Great Valley Advisor Group’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
$438K Buy
2020
Q1
Sell
2019
Q4
$2.5M Buy
2019
Q3
$2.33M Sell
2019
Q2
$2.31M Buy