Pacific Sun Financial’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	$566K	Buy	4,811 +330	+7%	+$41K	0.27%	114
2025 Q4	$578K	Buy	4,481 +14	+0.3%	+$1.75K	0.28%	104
2025 Q3	$566K	Hold	4,467	–	–	0.27%	109
2025 Q2	$540K	Sell	4,467 -380	-8%	-$42.8K	0.28%	107
2025 Q1	$547K	Buy	4,847 +5	+0.1%	+$573	0.31%	99
2024 Q4	$535K	Sell	4,842 -20	-0.4%	-$2.23K	0.29%	107
2024 Q3	$505K	Buy	4,862 +15	+0.3%	+$1.5K	0.28%	106
2024 Q2	$458K	Sell	4,847 -420	-8%	-$39.3K	0.27%	110
2024 Q1	$504K	Hold	5,267	–	–	0.29%	107
2023 Q4	$450K	Buy	5,267 +20	+0.4%	+$1.56K	0.28%	107
2023 Q3	$392K	Buy	5,247 +45	+0.9%	+$3.47K	0.27%	109
2023 Q2	$370K	Buy	+5,202	New	+$375K	0.25%	118
2022 Q4	$391K	Buy	5,182 +5	+0.1%	+$375	0.28%	111
2022 Q3	$350K	Buy	5,177 +90	+2%	+$6.63K	0.25%	121
2022 Q2	$356K	Buy	5,087 +440	+9%	+$33.6K	0.23%	125
2022 Q1	$393K	Buy	4,647 +598	+15%	+$51.5K	0.22%	123
2021 Q4	$351K	Buy	4,049 +815	+25%	+$71K	0.19%	132
2021 Q3	$267K	Buy	+3,234	New	+$268K	0.15%	152