Kingswood Wealth Advisors’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	–	Sell	-2,782	Closed	-$314K	–	771
2025 Q1	$314K	Sell	2,782 -794	-22%	-$89.6K	0.03%	533
2024 Q4	$395K	Sell	3,576 -1,800	-33%	-$199K	0.03%	516
2024 Q3	$559K	Buy	+5,376	New	+$559K	0.04%	430