Laidlaw Wealth Management’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 Q1	–	Sell	-5,534	Closed	-$612K	–	106
2024 Q4	$612K	Sell	5,534 -102	-2%	-$11.4K	0.27%	93
2024 Q3	$586K	Sell	5,636 -359	-6%	-$36K	0.29%	98
2024 Q2	$567K	Sell	5,995 -141	-2%	-$13.2K	0.31%	89
2024 Q1	$587K	Buy	6,136 +1,911	+45%	+$170K	0.33%	94
2023 Q4	$361K	Buy	4,225 +89	+2%	+$6.94K	0.13%	163
2023 Q3	$309K	Sell	4,136 -4,324	-51%	-$333K	0.1%	197
2023 Q2	$631K	Sell	8,460 -153	-2%	-$11K	0.12%	180
2023 Q1	$613K	Sell	8,613 -1,724	-17%	-$133K	0.13%	182
2022 Q4	$780K	Buy	10,337 +4,578	+79%	+$343K	0.17%	150
2022 Q3	$389K	Buy	5,759 +100	+2%	+$7.37K	0.09%	204
2022 Q2	$396K	Buy	5,659 +178	+3%	+$13.6K	0.08%	223
2022 Q1	$463K	Buy	5,481 +1,551	+39%	+$134K	0.08%	224
2021 Q4	$341K	Buy	+3,930	New	+$342K	0.05%	283