Nova Wealth Management’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
$1.02M Buy
8,395
+1,255
+18% +$152K 0.75% 36
2025
Q1
$806K Buy
7,140
+2,441
+52% +$275K 0.7% 38
2024
Q4
$520K Buy
+4,699
New +$520K 0.45% 55