Watts Gwilliam & Co’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
2025
Q3
$653K Buy
2025
Q2
$653K Sell
2025
Q1
$716K Sell
2024
Q4
$713K Sell
2024
Q3
$709K Buy
2024
Q1
$710K Buy