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

Modern 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 Q2	$364K	Sell
2025 Q1	$344K	Sell
2024 Q4	$341K	Buy
2024 Q3	$289K	Buy
2024 Q2	$263K	Buy
2024 Q1	$203K	Buy