Secure Asset Management’s iShares US Financials ETF IYF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,685
Closed -$468K 167
2022
Q2
$468K Sell
6,685
-117
-2% -$8.19K 0.26% 77
2022
Q1
$575K Buy
+6,802
New +$575K 0.26% 78