Live Oak Investment Partners’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
2025
Q1
Hold
0
-$23.4K 196
2024
Q4
Hold
0
-$20.5K 171
2024
Q3
Hold
0
-$8.23K 175
2024
Q2
Hold
0
206
2023
Q4
Hold
0
-$5.91K 209
2023
Q3
Hold
0
216