Kiely Wealth Advisory Group’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
2024
Q4
$14.1K Hold
120
0.01% 179
2024
Q3
$13.8K Hold
120
0.01% 182
2024
Q2
$11.6K Hold
120
0.01% 175
2024
Q1
$11.1K Hold
120
0.01% 163
2023
Q4
$10.5K Buy
+120
New +$10.5K 0.01% 167