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Watts Gwilliam & Co’s iShares US Financials ETF IYF Stock Holding History

Watts Gwilliam & Co’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$716K Sell
6,342
-84
-1% -$9.48K 0.16% 104
2024
Q4 		$713K Sell
6,426
-392
-6% -$43.5K 0.15% 107
2024
Q3 		$709K Buy
+6,818
New +$709K 0.15% 104
2024
Q1 		$710K Buy
+7,447
New +$710K 0.22% 86