Retirement Group’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
2024 Q1	$3.06K	Hold	32	–	–	﹤0.01%	616
2023 Q4	$2.73K	Hold	32	–	–	﹤0.01%	604
2023 Q3	$2.39K	Hold	32	–	–	﹤0.01%	562
2023 Q2	$2.39K	Hold	32	–	–	﹤0.01%	602
2023 Q1	$2K	Hold	32	–	–	﹤0.01%	591
2022 Q4	$2K	Buy	+32	New	+$2.4K	﹤0.01%	529
2022 Q3	–	Sell	-32	Closed	-$2K	–	655
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	625
2022 Q1	$3K	Sell	32 -16	-33%	-$1.38K	﹤0.01%	589
2021 Q4	$4K	Hold	48	–	–	﹤0.01%	547
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	471
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	517
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	581
2020 Q4	$3K	Hold	48	–	–	﹤0.01%	552
2020 Q3	$3K	Hold	48	–	–	﹤0.01%	536
2020 Q2	$3K	Buy	+48	New	+$2.56K	﹤0.01%	504
2019 Q4	$3K	Buy	+48	New	+$3.19K	﹤0.01%	493