One Charles Private Wealth Services’s iShares US Financials ETF IYF Stock Holding History

One Charles Private Wealth Services’s Portfolio IYF Stock Details IYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19M	Sell
2025 Q2	$1.15M	Sell
2025 Q1	$1.08M	Sell
2024 Q4	$1.08M	Buy
2024 Q3	$992K	Sell
2024 Q2	$975K	Sell
2024 Q1	$991K	Sell
2023 Q4	$901K	Buy
2022 Q3	–	Sell
2022 Q2	$366K	Buy