Rollins 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
2025
Q3
$473K Hold
2025
Q2
$452K Sell
2025
Q1
$444K Hold
2024
Q4
$435K Sell
2024
Q3
$445K Buy
2024
Q2
$405K Sell
2024
Q1
$439K Hold
2023
Q4
$392K Buy