Trademark Financial Management’s iShares US Financials ETF IYF Stock Holding History

Trademark Financial Management’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
2026 Q1	–	Sell
2025 Q4	$2.1M	Buy
2025 Q3	$1.93M	Buy
2025 Q2	$1.59M	Buy
2025 Q1	$386K	Sell
2024 Q4	$655K	Buy
2024 Q3	$526K	Buy