Vahanian & Associates Financial Planning’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
2023
Q4
$306K Sell
2023
Q3
$429K Sell
2023
Q2
$431K Buy
2023
Q1
$401K Buy
2022
Q4
$234K Hold
2022
Q3
$210K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$823K Buy