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Tepp RIA’s iShares US Financials ETF IYF Stock Holding History

Tepp RIA’s Portfolio IYF Stock Details IYF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$887K Sell
7,335
-24,016
-77% -$2.91M 1.15% 10
2025
Q1 		$3.54M Buy
+31,351
New +$3.54M 4.8% 7