N.E.W. Advisory Services’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
2025
Q2
$11.4K Hold
2025
Q1
$10.6K Buy
2022
Q2
Sell
2022
Q1
$218K Buy
2021
Q4
Sell
2021
Q3
$208K Sell
2021
Q2
$235K Hold
2021
Q1
$222K Buy