Wealth Management Associates’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	$869K	Buy	7,389 +15	+0.2%	+$1.86K	0.3%	70
2025 Q4	$951K	Buy	7,374 +130	+2%	+$16.3K	0.33%	63
2025 Q3	$917K	Buy	7,244 +293	+4%	+$36.2K	0.33%	61
2025 Q2	$841K	Buy	6,951 +196	+3%	+$22.1K	0.33%	62
2025 Q1	$762K	Buy	6,755 +468	+7%	+$53.6K	0.33%	62
2024 Q4	$695K	Buy	6,287 +198	+3%	+$22K	0.3%	68
2024 Q3	$633K	Buy	6,089 +132	+2%	+$13.2K	0.28%	72
2024 Q2	$563K	Hold	5,957	–	–	0.26%	76
2024 Q1	$563K	Sell	5,957 -89	-1%	-$7.93K	0.26%	76
2023 Q4	$516K	Sell	6,046 -121	-2%	-$9.43K	0.27%	81
2023 Q3	$461K	Buy	6,167 +26	+0.4%	+$2K	0.27%	82
2023 Q2	$458K	Sell	6,141 -1,986	-24%	-$143K	0.26%	79
2023 Q1	$578K	Sell	8,127 -79	-1%	-$6.08K	0.36%	71
2022 Q4	$619K	Buy	8,206 +266	+3%	+$19.9K	0.41%	62
2022 Q3	$536K	Buy	7,940 +2,149	+37%	+$158K	0.38%	67
2022 Q2	$405K	Sell	5,791 -132	-2%	-$10.1K	0.28%	95
2022 Q1	$501K	Buy	5,923 +553	+10%	+$47.6K	0.28%	91
2021 Q4	$466K	Buy	5,370 +1,154	+27%	+$101K	0.25%	105
2021 Q3	$348K	Buy	4,216 +1,304	+45%	+$108K	0.2%	125
2021 Q2	$236K	Buy	+2,912	New	+$234K	0.13%	176