MAI Capital 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
2026 Q1	$1.34M	Buy	11,418 +336	+3%	+$41.7K	0.01%	684
2025 Q4	$1.43M	Sell	11,082 -570	-5%	-$71.3K	0.01%	652
2025 Q3	$1.48M	Buy	11,652 +78	+0.7%	+$9.65K	0.01%	604
2025 Q2	$1.4M	Sell	11,574 -1,075	-8%	-$121K	0.01%	568
2025 Q1	$1.43M	Sell	12,649 -153	-1%	-$17.5K	0.01%	547
2024 Q4	$1.42M	Buy	12,802 +75	+0.6%	+$8.35K	0.01%	547
2024 Q3	$1.32M	Buy	12,727 +18	+0.1%	+$1.8K	0.01%	481
2024 Q2	$1.2M	Buy	12,709 +41	+0.3%	+$3.84K	0.01%	547
2024 Q1	$1.21M	Sell	12,668 -773	-6%	-$68.9K	0.01%	514
2023 Q4	$1.15M	Buy	13,441 +1,096	+9%	+$85.4K	0.02%	435
2023 Q3	$923K	Buy	+12,345	New	+$952K	0.01%	449