U.S. Capital Wealth Advisors’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	$958K	Sell	7,919 -283	-3%	-$34.2K	0.03%	435
2025 Q1	$926K	Buy	8,202 +611	+8%	+$69K	0.03%	442
2024 Q4	$839K	Buy	+7,591	New	+$839K	0.03%	454
2023 Q1	–	Sell	-146	Closed	-$11K	–	1087
2022 Q4	$11K	Buy	+146	New	+$11K	﹤0.01%	1250