Gryphon Financial Partners’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	$488K	Hold	4,151	–	–	0.05%	218
2025 Q4	$535K	Hold	4,151	–	–	0.06%	203
2025 Q3	$526K	Sell	4,151 -64	-2%	-$7.92K	0.06%	192
2025 Q2	$510K	Sell	4,215 -396	-9%	-$44.6K	0.07%	181
2025 Q1	$520K	Hold	4,611	–	–	0.08%	165
2024 Q4	$510K	Buy	4,611 +352	+8%	+$39.2K	0.07%	157
2024 Q3	$443K	Sell	4,259 -280	-6%	-$28.1K	0.06%	184
2024 Q2	$429K	Hold	4,539	–	–	0.06%	182
2024 Q1	$434K	Hold	4,539	–	–	0.07%	176
2023 Q4	$388K	Hold	4,539	–	–	0.07%	173
2023 Q3	$339K	Hold	4,539	–	–	0.08%	131
2023 Q2	$339K	Sell	4,539 -622	-12%	-$44.8K	0.08%	137
2023 Q1	$367K	Hold	5,161	–	–	0.09%	132
2022 Q4	$390K	Sell	5,161 -383	-7%	-$28.7K	0.09%	120
2022 Q3	$375K	Sell	5,544 -358	-6%	-$26.4K	0.1%	121
2022 Q2	$413K	Buy	5,902 +3	+0.1%	+$229	0.1%	118
2022 Q1	$499K	Hold	5,899	–	–	0.1%	113
2021 Q4	$511K	Buy	5,899 +3	+0.1%	+$261	0.1%	126
2021 Q3	$487K	Buy	5,896 +274	+5%	+$22.7K	0.11%	107
2021 Q2	$456K	Buy	5,622 +1,579	+39%	+$127K	0.11%	105
2021 Q1	$303K	Buy	4,043 +303	+8%	+$21.5K	0.07%	135
2020 Q4	$250K	Hold	3,740	–	–	0.06%	138
2020 Q3	$212K	Hold	3,740	–	–	0.06%	137
2020 Q2	$206K	Buy	+3,740	New	+$200K	0.06%	122
2018 Q3	–	Sell	-4,114	Closed	-$241K	–	514
2018 Q2	$241K	Buy	4,114 +496	+14%	+$29.5K	0.11%	68
2018 Q1	$213K	Buy	3,618 +890	+33%	+$54K	0.11%	79
2017 Q4	$163K	Buy	+2,728	New	+$158K	0.09%	95