MTM Investment Management’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	$35.3K	Hold	300	–	–	0.01%	373
2025 Q4	$38.7K	Hold	300	–	–	0.01%	367
2025 Q3	$38K	Hold	300	–	–	0.01%	378
2025 Q2	$36.3K	Hold	300	–	–	0.01%	378
2025 Q1	$33.8K	Hold	300	–	–	0.01%	233
2024 Q4	$33.2K	Hold	300	–	–	0.01%	229
2024 Q3	$31.4K	Hold	300	–	–	0.01%	234
2024 Q2	$28.4K	Hold	300	–	–	0.01%	229
2024 Q1	$28.7K	Hold	300	–	–	0.01%	238
2023 Q4	$25.6K	Hold	300	–	–	0.01%	226
2023 Q3	$22.4K	Hold	300	–	–	0.01%	220
2023 Q2	$22.4K	Hold	300	–	–	0.01%	230
2023 Q1	$21.3K	Hold	300	–	–	0.01%	233
2022 Q4	$22.6K	Sell	300 -90	-23%	-$6.75K	0.01%	230
2022 Q3	$26K	Hold	390	–	–	0.01%	222
2022 Q2	$28K	Hold	390	–	–	0.02%	226
2022 Q1	$33K	Hold	390	–	–	0.02%	238
2021 Q4	$34K	Hold	390	–	–	0.02%	234
2021 Q3	$32K	Hold	390	–	–	0.02%	212
2021 Q2	$32K	Hold	390	–	–	0.02%	210
2021 Q1	$29K	Sell	390 -380	-49%	-$27K	0.02%	205
2020 Q4	$51K	Buy	+770	New	+$47.5K	0.03%	182