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RWA Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

RWA Wealth Partners’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
2026
Q1 		$458K Hold
3,895
– – 0.01% 467
2025
Q4 		$502K Hold
3,895
– – 0.01% 443
2025
Q3 		$493K Hold
3,895
– – 0.01% 445
2025
Q2 		$471K Hold
3,895
– – 0.01% 433
2025
Q1 		$440K Hold
3,895
– – 0.01% 424
2024
Q4 		$431K Hold
3,895
– – 0.01% 429
2024
Q3 		$405K Hold
3,895
– – 0.01% 432
2024
Q2 		$368K Hold
3,895
– – ﹤0.01% 428
2024
Q1 		$373K Hold
3,895
– – 0.01% 426
2023
Q4 		$333K Buy
+3,895
New +$304K ﹤0.01% 426
2018
Q3 		– Sell
-1,996
Closed -$117K – 479
2018
Q2 		$117K Hold
1,996
– – 0.01% 297
2018
Q1 		$118K Buy
+1,996
New +$121K 0.02% 247

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PF
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PCH
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Two Sigma Investments
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return