Sargent Bickham Lagudis’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 Q4	$112K	Hold	1,485	–	–	0.01%	328
2022 Q3	$100K	Sell	1,485 -69	-4%	-$4.65K	0.01%	318
2022 Q2	$109K	Sell	1,554 -224	-13%	-$15.7K	0.01%	308
2022 Q1	$150K	Buy	1,778 +167	+10%	+$14.1K	0.01%	282
2021 Q4	$140K	Hold	1,611	–	–	0.01%	293
2021 Q3	$133K	Hold	1,611	–	–	0.01%	294
2021 Q2	$131K	Sell	1,611 -241	-13%	-$19.6K	0.01%	309
2021 Q1	$139K	Sell	1,852 -332	-15%	-$24.9K	0.01%	294
2020 Q4	$146K	Hold	2,184	–	–	0.01%	280
2020 Q3	$124K	Hold	2,184	–	–	0.01%	267
2020 Q2	$120K	Sell	2,184 -340	-13%	-$18.7K	0.01%	251
2020 Q1	$123K	Hold	2,524	–	–	0.02%	236
2019 Q4	$174K	Hold	2,524	–	–	0.02%	215
2019 Q3	$162K	Hold	2,524	–	–	0.02%	211
2019 Q2	$159K	Hold	2,524	–	–	0.02%	223
2019 Q1	$149K	Hold	2,524	–	–	0.02%	242
2018 Q4	$134K	Sell	2,524 -360	-12%	-$19.1K	0.02%	241
2018 Q3	$175K	Hold	2,884	–	–	0.02%	216
2018 Q2	$169K	Hold	2,884	–	–	0.02%	220
2018 Q1	$170K	Sell	2,884 -320	-10%	-$18.9K	0.02%	224
2017 Q4	$191K	Hold	3,204	–	–	0.02%	223
2017 Q3	$180K	Sell	3,204 -574	-15%	-$32.2K	0.02%	226
2017 Q2	$203K	Hold	3,778	–	–	0.03%	204
2017 Q1	$197K	Hold	3,778	–	–	0.03%	209
2016 Q4	$192K	Sell	3,778 -128	-3%	-$6.51K	0.03%	202
2016 Q3	$176	Sell	3,906 -1,100	-22%	-$50	0.03%	210
2016 Q2	$215K	Sell	5,006 -236	-5%	-$10.1K	0.03%	193
2016 Q1	$222K	Buy	+5,242	New	+$222K	0.04%	190