Newbridge Financial Services Group’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	$58.4K	Buy	496 +1	+0.2%	+$124	0.01%	397
2025 Q4	$63.8K	Sell	495 -121	-20%	-$15.1K	0.01%	384
2025 Q3	$78K	Buy	616 +151	+32%	+$18.7K	0.01%	429
2025 Q2	$56.2K	Buy	465 +131	+39%	+$14.8K	0.01%	484
2025 Q1	$37.7K	Hold	334	–	–	0.01%	425
2024 Q4	$36.9K	Buy	+334	New	+$37.2K	0.01%	475
2024 Q3	–	Sell	-482	Closed	-$45.6K	–	888
2024 Q2	$45.6K	Sell	482 -49	-9%	-$4.59K	0.02%	394
2024 Q1	$50.8K	Sell	531 -1,455	-73%	-$130K	0.02%	393
2023 Q4	$170K	Buy	1,986 +202	+11%	+$15.7K	0.08%	212
2023 Q3	$133K	Hold	1,784	–	–	0.07%	244
2023 Q2	$133K	Hold	1,784	–	–	0.07%	259
2023 Q1	$127K	Buy	1,784 +1	+0.1%	+$77	0.07%	276
2022 Q4	$135K	Buy	1,783 +3	+0.2%	+$225	0.08%	250
2022 Q3	$120K	Hold	1,780	–	–	0.07%	265
2022 Q2	$125K	Hold	1,780	–	–	0.08%	234
2022 Q1	$150K	Buy	1,780 +1	+0.1%	+$86	0.07%	236
2021 Q4	$154K	Buy	1,779 +1,457	+452%	+$127K	0.07%	234
2021 Q3	$27K	Buy	322 +1	+0.3%	+$83	0.02%	581
2021 Q2	$26K	Buy	321 +120	+60%	+$9.64K	0.02%	694
2021 Q1	$15K	Buy	+201	New	+$14.3K	0.01%	766