Harbour Investments’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	$903K	Sell	7,677 -417	-5%	-$51.8K	0.01%	805
2025 Q4	$1.04M	Sell	8,094 -3,216	-28%	-$402K	0.02%	592
2025 Q3	$1.43M	Buy	11,310 +1,453	+15%	+$180K	0.03%	452
2025 Q2	$1.19M	Buy	9,857 +4,785	+94%	+$539K	0.03%	472
2025 Q1	$572K	Buy	5,072 +2,195	+76%	+$251K	0.02%	667
2024 Q4	$318K	Buy	2,877 +1,583	+122%	+$176K	0.01%	846
2024 Q3	$134K	Buy	1,294 +235	+22%	+$23.6K	﹤0.01%	1189
2024 Q2	$100K	Buy	1,059 +117	+12%	+$11K	﹤0.01%	1238
2024 Q1	$90.1K	Buy	942 +390	+71%	+$34.7K	﹤0.01%	1259
2023 Q4	$47.2K	Hold	552	–	–	﹤0.01%	1484
2023 Q3	$41.3K	Sell	552 -163	-23%	-$12.6K	﹤0.01%	1440
2023 Q2	$53.3K	Buy	715 +1	+0.1%	+$72	﹤0.01%	1338
2023 Q1	$50.8K	Sell	714 -65	-8%	-$5K	﹤0.01%	1352
2022 Q4	$58.8K	Sell	779 -53	-6%	-$3.97K	﹤0.01%	1233
2022 Q3	$58K	Hold	832	–	–	﹤0.01%	1206
2022 Q2	$58K	Buy	+832	New	+$63.5K	﹤0.01%	1206
2021 Q4	$50K	Sell	578 -1,151	-67%	-$100K	﹤0.01%	1263
2021 Q3	$143K	Sell	1,729 -299	-15%	-$24.8K	﹤0.01%	1178
2021 Q2	$164K	Sell	2,028 -1,218	-38%	-$97.9K	0.01%	1140
2021 Q1	$243K	Buy	+3,246	New	+$231K	0.01%	886