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SageView Advisory Group’s iShares US Financials ETF IYF Stock Holding History

SageView Advisory Group’s Portfolio IYF Stock Details IYF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,817
Closed -$205K – 628
2025
Q1 		$205K Sell
1,817
-4
-0.2% -$451 0.01% 579
2024
Q4 		$201K Buy
+1,821
New +$201K 0.01% 575