Tidemark’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
2025
Q2
$594K Sell
4,911
-129
-3% -$15.6K 0.19% 62
2025
Q1
$569K Buy
5,040
+3,600
+250% +$406K 0.21% 63
2024
Q4
$159K Buy
+1,440
New +$159K 0.06% 134