Visionary Wealth Advisors’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
2026 Q1	$592K	Hold	5,031	–	–	0.03%	363
2025 Q4	$649K	Hold	5,031	–	–	0.03%	337
2025 Q3	$637K	Hold	5,031	–	–	0.03%	345
2025 Q2	$609K	Hold	5,031	–	–	0.03%	329
2025 Q1	$568K	Hold	5,031	–	–	0.03%	323
2024 Q4	$556K	Sell	5,031 -977	-16%	-$109K	0.03%	336
2024 Q3	$624K	Hold	6,008	–	–	0.04%	318
2024 Q2	$568K	Sell	6,008 -807	-12%	-$75.6K	0.04%	308
2024 Q1	$652K	Buy	6,815 +35	+0.5%	+$3.12K	0.04%	286
2023 Q4	$579K	Hold	6,780	–	–	0.04%	292
2023 Q3	$507K	Sell	6,780 -523	-7%	-$40.3K	0.04%	299
2023 Q2	$545K	Sell	7,303 -4,062	-36%	-$293K	0.04%	282
2023 Q1	$809K	Hold	11,365	–	–	0.07%	215
2022 Q4	$858K	Hold	11,365	–	–	0.08%	195
2022 Q3	$768K	Hold	11,365	–	–	0.08%	183
2022 Q2	$795K	Sell	11,365 -215	-2%	-$16.4K	0.07%	193
2022 Q1	$979K	Hold	11,580	–	–	0.08%	182
2021 Q4	$1M	Buy	+11,580	New	+$1.01M	0.08%	164