Wealth Management Partners’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	$1.08M	Buy	9,162 +31	+0.3%	+$3.85K	0.31%	69
2025 Q4	$1.18M	Sell	9,131 -61	-0.7%	-$7.63K	0.34%	62
2025 Q3	$1.16M	Buy	9,192 +49	+0.5%	+$6.06K	0.37%	58
2025 Q2	$1.11M	Buy	9,143 +43	+0.5%	+$4.85K	0.39%	57
2025 Q1	$1.03M	Buy	9,100 +223	+3%	+$25.5K	0.48%	50
2024 Q4	$982K	Buy	8,877 +1,342	+18%	+$149K	0.42%	56
2024 Q3	$783K	Sell	7,535 -5	-0.1%	-$501	0.36%	57
2024 Q2	$713K	Buy	7,540 +45	+0.6%	+$4.21K	0.35%	56
2024 Q1	$717K	Sell	7,495 -38	-0.5%	-$3.38K	0.36%	57
2023 Q4	$643K	Buy	7,533 +286	+4%	+$22.3K	0.36%	58
2023 Q3	$542K	Sell	7,247 -20	-0.3%	-$1.54K	0.34%	61
2023 Q2	$542K	Sell	7,267 -331	-4%	-$23.9K	0.34%	59
2023 Q1	$540K	Sell	7,598 -402	-5%	-$30.9K	0.38%	58
2022 Q4	$588K	Hold	8,000	–	–	0.49%	48
2022 Q3	$537K	Hold	8,000	–	–	0.47%	51
2022 Q2	$545K	Hold	8,000	–	–	0.48%	50
2022 Q1	$658K	Buy	8,000 +2,000	+33%	+$172K	0.47%	49
2021 Q4	$536K	Sell	6,000 -268	-4%	-$23.3K	0.37%	62
2021 Q3	$517K	Sell	6,268 -141	-2%	-$11.7K	0.38%	57
2021 Q2	$519K	Buy	6,409 +98	+2%	+$7.88K	0.36%	61
2021 Q1	$484K	Sell	6,311 -2,053	-25%	-$146K	0.36%	66
2020 Q4	$562K	Buy	+8,364	New	+$516K	0.44%	52