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Laurel Oak Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Laurel Oak Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$690K Buy
2025
Q4 		$713K Buy