LFAS
IYF icon

Level Four Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Level Four Advisory Services’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,601
Closed -$206K – 891
2025
Q4 		$206K Buy
+1,601
New +$200K 0.01% 799
2024
Q4 		– Sell
-12,880
Closed -$1.37M – 777
2024
Q3 		$1.37M Sell
12,880
-543
-4% -$54.5K 0.06% 288
2024
Q2 		$1.27M Buy
13,423
+9,050
+207% +$847K 0.06% 284
2024
Q1 		$374K Hold
4,373
– – 0.02% 549
2023
Q4 		$374K Buy
+4,373
New +$341K 0.02% 546

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