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
2025
Q3
$1.48M Buy
2025
Q2
$1.4M Sell
2025
Q1
$1.43M Sell
2024
Q4
$1.42M Buy
2024
Q3
$1.32M Buy
2024
Q2
$1.2M Buy
2024
Q1
$1.21M Sell
2023
Q4
$1.15M Buy
2023
Q3
$923K Buy