Prime Capital Investment 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
2026 Q1	$957K	Sell	8,130 -156	-2%	-$19.4K	0.01%	514
2025 Q4	$1.07M	Buy	8,286 +4	+0%	+$500	0.01%	479
2025 Q3	$1.05M	Buy	8,282 +3	+0%	+$371	0.01%	477
2025 Q2	$1M	Sell	8,279 -1,348	-14%	-$152K	0.01%	469
2025 Q1	$1.09M	Buy	9,627 +1,636	+20%	+$187K	0.01%	483
2024 Q4	$884K	Hold	7,991	–	–	0.01%	448
2024 Q3	$830K	Hold	7,991	–	–	0.01%	477
2024 Q2	$756K	Buy	7,991 +157	+2%	+$14.7K	0.01%	486
2024 Q1	$749K	Sell	7,834 -1,430	-15%	-$127K	0.01%	519
2023 Q4	$791K	Buy	9,264 +2,129	+30%	+$166K	0.01%	474
2023 Q3	$533K	Buy	7,135 +1,393	+24%	+$107K	0.01%	459
2023 Q2	$428K	Buy	5,742 +1,392	+32%	+$100K	0.01%	512
2023 Q1	$309K	Buy	+4,350	New	+$335K	0.01%	425