Mitchell Sinkler & Starr’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 Q1	–	Sell	-780	Closed	-$66.6K	–	213
2023 Q4	$66.6K	Buy	+780	New	+$60.8K	0.01%	189
2019 Q3	–	Sell	-9,050	Closed	-$568K	–	91
2019 Q2	$568K	Hold	9,050	–	–	0.65%	55
2019 Q1	$535K	Hold	9,050	–	–	0.62%	58
2018 Q4	$481K	Hold	9,050	–	–	0.59%	57
2018 Q3	$550K	Hold	9,050	–	–	0.58%	63
2018 Q2	$530K	Buy	9,050 +400	+5%	+$23.8K	0.58%	60
2018 Q1	$510K	Buy	8,650 +1,250	+17%	+$75.8K	0.58%	58
2017 Q4	$442K	Hold	7,400	–	–	0.65%	56
2017 Q3	$415K	Hold	7,400	–	–	0.65%	54
2017 Q2	$398K	Hold	7,400	–	–	0.65%	56
2017 Q1	$385K	Buy	7,400 +1,110	+18%	+$57.9K	0.63%	57
2016 Q4	$319K	Buy	+6,290	New	+$300K	0.45%	65
2016 Q3	–	Sell	-6,290	Closed	-$270K	–	73
2016 Q2	$270K	Hold	6,290	–	–	0.37%	71
2016 Q1	$266K	Hold	6,290	–	–	0.37%	74
2015 Q4	$278K	Buy	6,290 +700	+13%	+$31.2K	0.38%	73
2015 Q3	$235K	Buy	+5,590	New	+$249K	0.3%	83