Second Half Financial Partners’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	-67,722	Closed	-$7.49M	–	92
2024 Q4	$7.49M	Buy	67,722 +32,275	+91%	+$3.57M	3.66%	7
2024 Q3	$3.68M	Buy	+35,447	New	+$3.68M	1.95%	12
2023 Q3	–	Sell	-5,160	Closed	-$385K	–	93
2023 Q2	$385K	Buy	+5,160	New	+$385K	0.09%	113