Independent Solutions Wealth Management’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
2025
Q2
$269K Buy
2,226
+211
+10% +$25.5K 0.05% 159
2025
Q1
$227K Buy
+2,015
New +$227K 0.05% 166