Montag & Associates’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Hold	5,131	–	–	0.03%	287
2025 Q1	$579K	Hold	5,131	–	–	0.03%	297
2024 Q4	$567K	Sell	5,131 -1,081	-17%	-$120K	0.03%	307
2024 Q3	$645K	Buy	+6,212	New	+$645K	0.03%	296