Venturi Wealth Management’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
2023 Q4	–	Sell	-54	Closed	-$4.04K	–	1389
2023 Q3	$4.04K	Buy	+54	New	+$4.04K	﹤0.01%	1034
2020 Q2	–	Sell	-134,832	Closed	-$6.56M	–	264
2020 Q1	$6.56M	Buy	+134,832	New	+$6.56M	1.12%	34