Investment Advisory Group’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	$331K	Buy	2,817 +101	+4%	+$12.5K	0.08%	142
2025 Q4	$350K	Hold	2,716	–	–	0.09%	141
2025 Q3	$344K	Sell	2,716 -144	-5%	-$17.8K	0.09%	135
2025 Q2	$346K	Hold	2,860	–	–	0.1%	126
2025 Q1	$323K	Buy	2,860 +125	+5%	+$14.3K	0.11%	124
2024 Q4	$302K	Sell	2,735 -79	-3%	-$8.8K	0.1%	124
2024 Q3	$292K	Buy	2,814 +1	+0%	+$100	0.1%	133
2024 Q2	$266K	Hold	2,813	–	–	0.1%	130
2024 Q1	$269K	Buy	2,813 +1	+0%	+$89	0.11%	128
2023 Q4	$240K	Buy	2,812 +2	+0.1%	+$156	0.11%	128
2023 Q3	$210K	Hold	2,810	–	–	0.11%	133
2023 Q2	$210K	Buy	+2,810	New	+$203K	0.11%	133
2023 Q1	–	Sell	-2,808	Closed	-$212K	–	140
2022 Q4	$212K	Buy	+2,808	New	+$210K	0.13%	127
2022 Q2	–	Sell	-2,805	Closed	-$235K	–	132
2022 Q1	$235K	Buy	2,805 +1	+0%	+$86	0.14%	114
2021 Q4	$251K	Buy	+2,804	New	+$244K	0.16%	101