Savant Capital’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
2026 Q1	$404K	Buy	3,432 +564	+20%	+$70K	﹤0.01%	1021
2025 Q4	$370K	Sell	2,868 -224	-7%	-$28K	﹤0.01%	955
2025 Q3	$392K	Sell	3,092 -688	-18%	-$85.1K	﹤0.01%	896
2025 Q2	$457K	Sell	3,780 -674	-15%	-$76K	﹤0.01%	774
2025 Q1	$503K	Sell	4,454 -175	-4%	-$20K	﹤0.01%	670
2024 Q4	$512K	Sell	4,629 -93	-2%	-$10.4K	﹤0.01%	876
2024 Q3	$491K	Sell	4,722 -474	-9%	-$47.5K	﹤0.01%	875
2024 Q2	$491K	Sell	5,196 -7	-0.1%	-$655	﹤0.01%	799
2024 Q1	$498K	Buy	5,203 +14	+0.3%	+$1.25K	0.01%	728
2023 Q4	$443K	Sell	5,189 -2	-0%	-$156	0.01%	595
2023 Q3	$388K	Sell	5,191 -43	-0.8%	-$3.31K	0.01%	586
2023 Q2	$391K	Sell	5,234 -42	-0.8%	-$3.03K	0.01%	575
2023 Q1	$375K	Buy	+5,276	New	+$406K	0.01%	537