Trademark Financial Management’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	$1.59M	Buy	13,107 +9,690	+284%	+$1.17M	0.97%	27
2025 Q1	$386K	Sell	3,417 -2,508	-42%	-$283K	0.29%	61
2024 Q4	$655K	Buy	5,925 +860	+17%	+$95.1K	0.52%	39
2024 Q3	$526K	Buy	+5,065	New	+$526K	0.42%	50