Second Half Financial Partners’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
2025
Q1
Sell
2024
Q4
$7.49M Buy
2024
Q3
$3.68M Buy
2023
Q3
Sell
2023
Q2
$385K Buy