Money Concepts Capital’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	$205K	Buy	+1,742	New	+$216K	0.01%	547
2025 Q4	–	Sell	-15,219	Closed	-$1.93M	–	528
2025 Q3	$1.93M	Buy	15,219 +12,259	+414%	+$1.52M	0.12%	174
2025 Q2	$358K	Buy	2,960 +264	+10%	+$29.8K	0.02%	346
2025 Q1	$304K	Buy	2,696 +399	+17%	+$45.7K	0.02%	352
2024 Q4	$254K	Buy	2,297 +203	+10%	+$22.6K	0.02%	368
2024 Q3	$218K	Buy	+2,094	New	+$210K	0.02%	385
2023 Q2	–	Sell	-34,789	Closed	-$415K	–	419
2023 Q1	$415K	Buy	34,789 +31,592	+988%	+$2.43M	0.02%	309
2022 Q4	$241K	Buy	3,197 +1,864	+140%	+$140K	0.01%	613
2022 Q3	$90K	Buy	1,333 +29	+2%	+$2.14K	0.01%	591
2022 Q2	$92K	Sell	1,304 -2,145	-62%	-$164K	0.01%	582
2022 Q1	$292K	Buy	3,449 +1,839	+114%	+$158K	0.02%	589
2021 Q4	$140K	Buy	+1,610	New	+$140K	0.01%	521
2021 Q1	$133K	Buy	1,776 +19	+1%	+$1.35K	0.01%	496
2020 Q4	$117K	Buy	+1,757	New	+$108K	0.01%	458