MGO One Seven’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	$366K	Sell	3,107 -430	-12%	-$53.4K	0.01%	1051
2025 Q4	$456K	Buy	3,537 +327	+10%	+$40.9K	0.01%	915
2025 Q3	$407K	Sell	3,210 -100	-3%	-$12.4K	0.01%	893
2025 Q2	$400K	Buy	3,310 +535	+19%	+$60.3K	0.01%	802
2025 Q1	$313K	Sell	2,775 -902	-25%	-$103K	0.01%	803
2024 Q4	$407K	Buy	3,677 +1,017	+38%	+$113K	0.02%	709
2024 Q3	$276K	Buy	2,660 +95	+4%	+$9.53K	0.01%	797
2024 Q2	$243K	Sell	2,565 -135	-5%	-$12.6K	0.01%	849
2024 Q1	$258K	Sell	2,700 -140	-5%	-$12.5K	0.01%	771
2023 Q4	$243K	Buy	+2,840	New	+$221K	0.01%	773
2023 Q1	–	Sell	-3,612	Closed	-$273K	–	886
2022 Q4	$273K	Sell	3,612 -169	-4%	-$12.7K	0.03%	584
2022 Q3	$255	Buy	3,781 +722	+24%	+$53.2K	0.01%	587
2022 Q2	$214K	Sell	3,059 -370	-11%	-$28.2K	0.03%	559
2022 Q1	$290K	Buy	3,429 +200	+6%	+$17.2K	0.03%	513
2021 Q4	$280K	Buy	+3,229	New	+$281K	0.03%	520
2019 Q1	–	Sell	-1,620	Closed	-$86K	–	1032
2018 Q4	$86K	Buy	+1,620	New	+$92.8K	0.04%	502
2018 Q1	$125K	Hold	2,120	–	–	0.06%	376
2017 Q4	$127K	Buy	+2,120	New	+$123K	0.06%	380