Summit Financial Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,364	Closed	-$933K	–	130
2022 Q4	$933K	Buy	+12,364	New	+$933K	0.23%	56