Saxony Capital Management’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
2025
Q1
Sell
-2,192
Closed -$242K 135
2024
Q4
$242K Buy
2,192
+228
+12% +$25.2K 0.21% 106
2024
Q3
$204K Buy
+1,964
New +$204K 0.19% 127