Kelly Financial Services’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
2024 Q3	–	Sell	-404	Closed	-$38.2K	–	444
2024 Q2	$38.2K	Buy	404 +2	+0.5%	+$187	0.01%	257
2024 Q1	$38.5K	Buy	402 +1	+0.2%	+$89	0.01%	255
2023 Q4	$34.3K	Buy	401 +4	+1%	+$312	0.01%	247
2023 Q3	$29.7K	Hold	397	–	–	0.01%	243
2023 Q2	$29.6K	Buy	397 +1	+0.3%	+$72	0.01%	247
2023 Q1	$28.1K	Buy	396 +2	+0.5%	+$154	0.01%	245
2022 Q4	$29.7K	Buy	394 +2	+0.5%	+$150	0.02%	223
2022 Q3	$26.4K	Buy	392 +2	+0.5%	+$147	0.02%	221
2022 Q2	$27.3K	Sell	390 -95	-20%	-$7.25K	0.01%	223
2022 Q1	$41K	Buy	485 +2	+0.4%	+$172	0.02%	197
2021 Q4	$41.8K	Buy	483 +2	+0.4%	+$174	0.02%	203
2021 Q3	$39.7K	Sell	481 -32,182	-99%	-$2.67M	0.02%	185
2021 Q2	$403K	Buy	+32,663	New	+$2.63M	0.02%	207