Snowden Capital Advisors’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	$390K	Buy	3,316 +547	+20%	+$67.9K	0.01%	906
2025 Q4	$357K	Sell	2,769 -561	-17%	-$70.2K	0.01%	978
2025 Q3	$422K	Buy	3,330 +85	+3%	+$10.5K	0.01%	869
2025 Q2	$393K	Sell	3,245 -772	-19%	-$87K	0.01%	886
2025 Q1	$453K	Sell	4,017 -420	-9%	-$48.1K	0.01%	789
2024 Q4	$491K	Sell	4,437 -8,694	-66%	-$968K	0.02%	781
2024 Q3	$1.36M	Sell	13,131 -6,444	-33%	-$646K	0.04%	436
2024 Q2	$1.85M	Sell	19,575 -629	-3%	-$58.9K	0.06%	333
2024 Q1	$1.93M	Sell	20,204 -3,614	-15%	-$322K	0.06%	329
2023 Q4	$2.03M	Sell	23,818 -4,335	-15%	-$338K	0.08%	281
2023 Q3	$2.1M	Buy	28,153 +12,310	+78%	+$949K	0.09%	264
2023 Q2	$1.18M	Sell	15,843 -2,800	-15%	-$202K	0.04%	414
2023 Q1	$1.33M	Sell	18,643 -1,096	-6%	-$84.3K	0.05%	383
2022 Q4	$1.49M	Buy	19,739 +14,696	+291%	+$1.1M	0.06%	347
2022 Q3	$340K	Buy	5,043 +50	+1%	+$3.68K	0.02%	844
2022 Q2	$349K	Buy	4,993 +462	+10%	+$35.2K	0.02%	795
2022 Q1	$383K	Buy	4,531 +829	+22%	+$71.4K	0.02%	724
2021 Q4	$320K	Hold	3,702	–	–	0.02%	556
2021 Q3	$306K	Buy	3,702 +176	+5%	+$14.6K	0.02%	690
2021 Q2	$286K	Buy	+3,526	New	+$283K	0.01%	723
2017 Q2	–	Sell	-7,076	Closed	-$368K	–	357
2017 Q1	$368K	Buy	+7,076	New	+$369K	0.08%	255