Holistic Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-796
Closed -$47K 208
2018
Q1
$47K Hold
796
0.04% 206
2017
Q4
$48K Buy
+796
New +$48K 0.04% 206