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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Sell
2025
Q2
$505K Sell
2025
Q1
$570K Sell
2024
Q4
$559K Sell
2024
Q3
$544K Buy
2024
Q2
$466K Sell
2024
Q1
$291K Buy
2023
Q4
$291K Buy