Level Four Advisory Services’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
Sell
-12,880
Closed -$1.37M 777
2024
Q3
$1.37M Sell
12,880
-543
-4% -$58K 0.06% 288
2024
Q2
$1.27M Buy
13,423
+9,050
+207% +$856K 0.06% 284
2024
Q1
$374K Hold
4,373
0.02% 549
2023
Q4
$374K Buy
+4,373
New +$374K 0.02% 546