May Barnhard Investments’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
Q2
$753K Hold
6,221
0.35% 49
2025
Q1
$702K Buy
6,221
+1
+0% +$113 0.35% 49
2024
Q4
$688K Buy
6,220
+1
+0% +$111 0.33% 54
2024
Q3
$646K Buy
6,219
+1
+0% +$104 0.32% 51
2024
Q2
$588K Buy
6,218
+1
+0% +$95 0.3% 53
2024
Q1
$595K Sell
6,217
-17
-0.3% -$1.63K 0.3% 53
2023
Q4
$533K Buy
+6,234
New +$533K 0.27% 53