Modera Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Modera Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$663K	Hold
2025 Q2	$633K	Buy
2025 Q1	$588K	Hold
2024 Q4	$576K	Hold
2024 Q3	$541K	Hold
2024 Q2	$493K	Sell
2024 Q1	$517K	Hold
2023 Q4	$462K	Sell
2023 Q3	$427K	Buy
2023 Q2	$404K	Buy