Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-728	Closed	-$69.6K	–	227
2024 Q1	$69.6K	Buy	728 +3	+0.4%	+$267	0.03%	130
2023 Q4	$61.9K	Buy	725 +7	+1%	+$546	0.03%	133
2023 Q3	$53.7K	Sell	718 -38	-5%	-$2.93K	0.03%	132
2023 Q2	$56.4K	Buy	756 +3	+0.4%	+$216	0.03%	136
2023 Q1	$53.6K	Buy	753 +4	+0.5%	+$308	0.03%	138
2022 Q4	$56.6K	Buy	749 +7	+0.9%	+$525	0.04%	132
2022 Q3	$50K	Hold	742	–	–	0.04%	134
2022 Q2	$52K	Buy	742 +3	+0.4%	+$229	0.04%	136
2022 Q1	$62K	Buy	739 +3	+0.4%	+$258	0.04%	134
2021 Q4	$64K	Buy	736 +6	+0.8%	+$523	0.04%	135
2021 Q3	$60K	Hold	730	–	–	0.04%	136
2021 Q2	$59K	Buy	730 +4	+0.6%	+$322	0.04%	136
2021 Q1	$54K	Hold	726	–	–	0.04%	136
2020 Q4	$48K	Buy	726 +2	+0.3%	+$123	0.03%	132
2020 Q3	$41K	Buy	724 +4	+0.6%	+$229	0.03%	127
2020 Q2	$40K	Buy	720 +8	+1%	+$427	0.04%	124
2020 Q1	$35K	Hold	712	–	–	0.04%	121
2019 Q4	$49K	Buy	+712	New	+$47.2K	0.05%	125