Trek Financial’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
Q1
Sell
-47,371
Closed -$5.24M 418
2024
Q4
$5.24M Buy
+47,371
New +$5.24M 0.39% 68