SOA Wealth 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	$452K	Sell	3,845 -362	-9%	-$44.9K	0.09%	128
2025 Q4	$542K	Buy	4,207 +19	+0.5%	+$2.38K	0.09%	120
2025 Q3	$530K	Buy	4,188 +12	+0.3%	+$1.48K	0.09%	121
2025 Q2	$505K	Buy	4,176 +14	+0.3%	+$1.58K	0.09%	119
2025 Q1	$470K	Buy	4,162 +13	+0.3%	+$1.49K	0.1%	116
2024 Q4	$459K	Buy	4,149 +39	+0.9%	+$4.34K	0.08%	117
2024 Q3	$427K	Sell	4,110 -19	-0.5%	-$1.91K	0.08%	121
2024 Q2	$390K	Buy	4,129 +14	+0.3%	+$1.31K	0.08%	122
2024 Q1	$394K	Buy	4,115 +13	+0.3%	+$1.16K	0.08%	123
2023 Q4	$350K	Buy	4,102 +41	+1%	+$3.2K	0.08%	124
2023 Q3	$304K	Hold	4,061	–	–	0.08%	132
2023 Q2	$303K	Buy	4,061 +16	+0.4%	+$1.15K	0.07%	132
2023 Q1	$288K	Buy	4,045 +19	+0.5%	+$1.46K	0.07%	127
2022 Q4	$304K	Buy	4,026 +42	+1%	+$3.15K	0.08%	116
2022 Q3	$269K	Sell	3,984 -426	-10%	-$31.4K	0.08%	121
2022 Q2	$308K	Sell	4,410 -28	-0.6%	-$2.14K	0.09%	114
2022 Q1	$375K	Buy	4,438 +18	+0.4%	+$1.55K	0.09%	114
2021 Q4	$383K	Buy	4,420 +33	+0.8%	+$2.87K	0.09%	112
2021 Q3	$362K	Buy	4,387 +270	+7%	+$22.4K	0.09%	120
2021 Q2	$333K	Buy	4,117 +104	+3%	+$8.36K	0.09%	125
2021 Q1	$300K	Hold	4,013	–	–	0.08%	119
2020 Q4	$280K	Buy	+4,013	New	+$248K	0.08%	121