Meridian Wealth 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	$658K	Sell	5,589 -511	-8%	-$63.4K	0.02%	442
2025 Q4	$786K	Buy	6,100 +353	+6%	+$44.2K	0.03%	391
2025 Q3	$728K	Buy	5,747 +5	+0.1%	+$618	0.03%	397
2025 Q2	$695K	Sell	5,742 -59	-1%	-$6.65K	0.03%	382
2025 Q1	$655K	Buy	5,801 +2,541	+78%	+$291K	0.03%	364
2024 Q4	$360K	Sell	3,260 -215	-6%	-$23.9K	0.02%	483
2024 Q3	$361K	Buy	+3,475	New	+$349K	0.02%	484
2024 Q2	–	Sell	-3,555	Closed	-$340K	–	430
2024 Q1	$340K	Sell	3,555 -230	-6%	-$20.5K	0.06%	166
2023 Q4	$323K	Sell	3,785 -3,769	-50%	-$294K	0.02%	486
2023 Q3	$565K	Buy	7,554 +3,782	+100%	+$292K	0.03%	343
2023 Q2	$281K	Buy	3,772 +11	+0.3%	+$793	0.02%	451
2023 Q1	$268K	Sell	3,761 -7	-0.2%	-$538	0.02%	449
2022 Q4	$284K	Buy	3,768 +25	+0.7%	+$1.87K	0.03%	429
2022 Q3	$253K	Sell	3,743 -57	-2%	-$4.2K	0.03%	404
2022 Q2	$266K	Buy	3,800 +842	+28%	+$64.2K	0.02%	456
2022 Q1	$250K	Sell	2,958 -194	-6%	-$16.7K	0.03%	342
2021 Q4	$273K	Sell	3,152 -235	-7%	-$20.5K	0.03%	333
2021 Q3	$280K	Sell	3,387 -50	-1%	-$4.15K	0.03%	316
2021 Q2	$279K	Buy	3,437 +434	+14%	+$34.9K	0.04%	314
2021 Q1	$225K	Buy	+3,003	New	+$214K	0.03%	324
2020 Q1	–	Sell	-2,974	Closed	-$204K	–	229
2019 Q4	$204K	Buy	+2,974	New	+$197K	0.1%	191
2019 Q3	–	Sell	-3,362	Closed	-$2.11K	–	348
2019 Q2	$2.11K	Buy	+3,362	New	+$207K	0.09%	196
2018 Q3	–	Sell	-3,428	Closed	-$201K	–	182
2018 Q2	$201K	Sell	3,428 -100	-3%	-$5.95K	0.09%	178
2018 Q1	$208K	Buy	3,528 +2	+0.1%	+$121	0.1%	170
2017 Q4	$204K	Buy	+3,526	New	+$205K	0.13%	163
2017 Q2	–	Sell	-4,884	Closed	-$254K	–	172
2017 Q1	$254K	Buy	+4,884	New	+$255K	0.15%	136