Hazlett, Burt & Watson’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	$28K	Hold	230	–	–	0.01%	541
2025 Q4	$30K	Buy	230 +200	+667%	+$25K	0.01%	534
2025 Q3	$4K	Hold	30	–	–	﹤0.01%	760
2025 Q2	$4K	Hold	30	–	–	﹤0.01%	683
2025 Q1	$3K	Hold	30	–	–	﹤0.01%	694
2024 Q4	$3K	Hold	30	–	–	﹤0.01%	666
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	643
2024 Q2	$3K	Hold	30	–	–	﹤0.01%	630
2024 Q1	$3K	Hold	30	–	–	﹤0.01%	624
2023 Q4	$3K	Hold	30	–	–	﹤0.01%	594
2023 Q3	$2K	Hold	30	–	–	﹤0.01%	646
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	617
2023 Q1	$2K	Hold	30	–	–	﹤0.01%	570
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	574
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	573
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	563
2022 Q1	$3K	Buy	+30	New	+$2.58K	﹤0.01%	545