&Partners’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
$619K Buy
5,112
+688
+16% +$83.2K ﹤0.01% 1246
2025
Q1
$494K Buy
4,424
+1,129
+34% +$126K 0.01% 1136
2024
Q4
$368K Buy
3,295
+1,031
+46% +$115K ﹤0.01% 1224
2024
Q3
$235K Buy
+2,264
New +$235K ﹤0.01% 1224