Robertson Stephens Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$732K	Sell
2025 Q2	$764K	Sell
2025 Q1	$763K	Sell
2024 Q4	$848K	Sell
2024 Q3	$1.41M	Sell
2024 Q2	$1.44M	Buy
2024 Q1	$1.44M	Buy