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

Summit Trail Advisors’s Portfolio IYF Stock Details IYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$397K	Hold
2025 Q2	$379K	Buy
2024 Q4	–	Sell
2024 Q3	$376K	Hold
2024 Q2	$342K	Buy
2024 Q1	$300K	Hold
2023 Q4	$268K	Sell
2023 Q3	$247K	Hold
2023 Q2	$245K	Buy
2023 Q1	$223K	Buy