Transform Wealth’s iShares US Financials ETF IYF Stock Holding History

Transform Wealth’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 Q1	$2.99M	Buy
2020 Q1	–	Sell
2019 Q4	$236K	Sell
2019 Q3	$343K	Hold
2019 Q2	$335K	Sell
2019 Q1	$480K	Hold
2018 Q4	$432K	Buy