Plante Moran Financial Advisors’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
2023 Q1	–	Sell	-1,244	Closed	-$93.9K	–	874
2022 Q4	$93.9K	Buy	+1,244	New	+$93.2K	0.01%	237
2022 Q3	–	Hold	0	–	–	–	972
2022 Q2	–	Hold	0	–	–	–	1019
2020 Q2	–	Sell	-1,002	Closed	-$49K	–	818
2020 Q1	$49K	Sell	1,002 -36	-3%	-$2.28K	0.02%	260
2019 Q4	$72K	Sell	1,038 -5,394	-84%	-$358K	0.03%	266
2019 Q3	$414K	Hold	6,432	–	–	0.12%	99
2019 Q2	$404K	Hold	6,432	–	–	0.12%	101
2019 Q1	$380K	Hold	6,432	–	–	0.12%	99
2018 Q4	$342K	Hold	6,432	–	–	0.12%	97
2018 Q3	$391K	Sell	6,432 -1,600	-20%	-$98K	0.13%	95
2018 Q2	$471K	Buy	8,032 +7,030	+702%	+$418K	0.24%	77
2018 Q1	$59K	Hold	1,002	–	–	0.03%	314
2017 Q4	$60K	Hold	1,002	–	–	0.03%	303
2017 Q3	$56K	Sell	1,002 -44	-4%	-$2.4K	0.03%	284
2017 Q2	$56K	Buy	1,046 +44	+4%	+$2.3K	0.04%	284
2017 Q1	$52K	Hold	1,002	–	–	0.03%	308
2016 Q4	$51K	Buy	+1,002	New	+$47.8K	0.03%	327