Sowell Financial Services’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	$316K	Buy	2,684 +6	+0.2%	+$745	0.01%	816
2025 Q4	$345K	Buy	2,678 +280	+12%	+$35K	0.01%	769
2025 Q3	$304K	Buy	2,398 +124	+5%	+$15.3K	0.01%	807
2025 Q2	$275K	Sell	2,274 -217	-9%	-$24.5K	0.01%	823
2025 Q1	$281K	Buy	+2,491	New	+$285K	0.01%	794
2021 Q2	–	Sell	-7,402	Closed	-$604K	–	1643
2021 Q1	$604K	Buy	7,402 +4,460	+152%	+$317K	0.02%	577
2020 Q4	$196K	Sell	2,942 -1,292	-31%	-$79.7K	0.01%	857
2020 Q3	$240K	Sell	4,234 -250	-6%	-$14.3K	0.01%	675
2020 Q2	$247K	Sell	4,484 -25,248	-85%	-$1.35M	0.01%	649
2020 Q1	$1.45M	Sell	29,732 -16,074	-35%	-$1.02M	0.11%	193
2019 Q4	$3.16M	Buy	45,806 +36,284	+381%	+$2.41M	0.24%	87
2019 Q3	$613K	Buy	+9,522	New	+$605K	0.05%	351
2019 Q1	$597K	Sell	10,104 -412	-4%	-$23.9K	0.07%	285
2018 Q4	$559K	Buy	+10,516	New	+$603K	0.08%	251