Spire Wealth Management’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	$239K	Sell	2,034 -17,512	-90%	-$2.17M	0.01%	729
2025 Q4	$2.52M	Buy	19,546 +1,062	+6%	+$133K	0.08%	211
2025 Q3	$2.34M	Buy	18,484 +1,079	+6%	+$133K	0.08%	200
2025 Q2	$2.11M	Buy	17,405 +685	+4%	+$77.2K	0.08%	217
2025 Q1	$1.89M	Buy	16,720 +1,461	+10%	+$167K	0.06%	278
2024 Q4	$1.69M	Buy	15,259 +14,408	+1,693%	+$1.6M	0.05%	265
2024 Q3	$88.4K	Buy	851 +286	+51%	+$28.7K	﹤0.01%	947
2024 Q2	$53.5K	Buy	565 +19	+3%	+$1.78K	﹤0.01%	1096
2024 Q1	$52.2K	Sell	546 -173	-24%	-$15.4K	﹤0.01%	1198
2023 Q4	$61.5K	Sell	719 -59	-8%	-$4.6K	﹤0.01%	1133
2023 Q3	$58.2K	Sell	778 -498	-39%	-$38.4K	﹤0.01%	1118
2023 Q2	$95.2K	Sell	1,276 -756	-37%	-$54.5K	﹤0.01%	986
2023 Q1	$145K	Buy	2,032 +1,770	+676%	+$136K	0.01%	837
2022 Q4	$20K	Sell	262 -4,274	-94%	-$320K	﹤0.01%	1365
2022 Q3	$306K	Sell	4,536 -1,467	-24%	-$108K	0.02%	433
2022 Q2	$420K	Buy	6,003 +4,488	+296%	+$342K	0.02%	523
2022 Q1	$128K	Sell	1,515 -13,011	-90%	-$1.12M	﹤0.01%	1081
2021 Q4	$1.26M	Buy	14,526 +12,687	+690%	+$1.1M	0.03%	403
2021 Q3	$152K	Sell	1,839 -41	-2%	-$3.4K	﹤0.01%	1025
2021 Q2	$152K	Sell	1,880 -24,151	-93%	-$1.94M	﹤0.01%	1039
2021 Q1	$1.95M	Buy	+26,031	New	+$1.85M	0.05%	287