Wealth Enhancement Advisory Services
IYF icon

Wealth Enhancement Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
10,718
-690
-6% -$85.6K ﹤0.01% 1659
2025
Q4 		$1.52M Buy
11,408
+342
+3% +$42.8K ﹤0.01% 1685
2025
Q3 		$1.39M Buy
11,066
+242
+2% +$29.9K ﹤0.01% 1658
2025
Q2 		$1.33M Sell
10,824
-5,303
-33% -$598K ﹤0.01% 1581
2025
Q1 		$1.82M Sell
16,127
-2,817
-15% -$323K ﹤0.01% 1295
2024
Q4 		$2.09M Buy
18,944
+8,829
+87% +$983K ﹤0.01% 1167
2024
Q3 		$1.05M Buy
10,115
+251
+3% +$25.2K ﹤0.01% 1367
2024
Q2 		$933K Buy
9,864
+430
+5% +$40.3K ﹤0.01% 1312
2024
Q1 		$902K Sell
9,434
-198
-2% -$17.6K ﹤0.01% 1285
2023
Q4 		$823K Sell
9,632
-530
-5% -$41.3K ﹤0.01% 1247
2023
Q3 		$760K Buy
+10,162
New +$783K ﹤0.01% 1216

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