Kovitz Investment Group Partners’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
2025
Q3
$3.27M Buy
2025
Q2
$3.06M Buy
2025
Q1
$212K Sell
2024
Q4
$215K Sell
2024
Q3
$204K Buy