Round Table Services’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$226K Hold
3,345
0.04% 139
2022
Q2
$234K Buy
3,345
+575
+21% +$40.2K 0.04% 143
2022
Q1
$234K Hold
2,770
0.04% 150
2021
Q4
$240K Buy
+2,770
New +$240K 0.05% 132