Joel Isaacson & Co’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	$938K	Buy	7,970 +57	+0.7%	+$7.07K	0.03%	195
2025 Q4	$1.02M	Buy	7,913 +251	+3%	+$31.4K	0.03%	188
2025 Q3	$970K	Hold	7,662	–	–	0.04%	182
2025 Q2	$927K	Hold	7,662	–	–	0.04%	175
2025 Q1	$865K	Buy	7,662 +222	+3%	+$25.4K	0.04%	168
2024 Q4	$823K	Hold	7,440	–	–	0.04%	166
2024 Q3	$773K	Hold	7,440	–	–	0.04%	164
2024 Q2	$704K	Hold	7,440	–	–	0.04%	166
2024 Q1	$712K	Hold	7,440	–	–	0.04%	165
2023 Q4	$635K	Sell	7,440 -1,460	-16%	-$114K	0.04%	164
2023 Q3	$665K	Hold	8,900	–	–	0.05%	152
2023 Q2	$664K	Buy	8,900 +5	+0.1%	+$361	0.04%	158
2023 Q1	$633K	Buy	8,895 +822	+10%	+$63.2K	0.05%	159
2022 Q4	$609K	Buy	+8,073	New	+$605K	0.05%	153