Wealthcare Advisory 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 Q2	$663K	Hold	5,201	–	–	0.01%	629
2026 Q1	$612K	Sell	5,201 -37	-0.7%	-$4.59K	0.01%	641
2025 Q4	$675K	Sell	5,238 -240	-4%	-$30K	0.01%	606
2025 Q3	$694K	Sell	5,478 -38	-0.7%	-$4.7K	0.01%	588
2025 Q2	$667K	Buy	5,516 +50	+0.9%	+$5.63K	0.02%	571
2025 Q1	$617K	Sell	5,466 -527	-9%	-$60.4K	0.02%	548
2024 Q4	$663K	Hold	5,993	–	–	0.02%	515
2024 Q3	$623K	Buy	5,993 +169	+3%	+$16.9K	0.02%	523
2024 Q2	$551K	Sell	5,824 -33	-0.6%	-$3.09K	0.02%	514
2024 Q1	$560K	Buy	5,857 +1,371	+31%	+$122K	0.02%	516
2023 Q4	$383K	Buy	4,486 +435	+11%	+$33.9K	0.02%	540
2023 Q3	$303K	Buy	4,051 +84	+2%	+$6.47K	0.01%	550
2023 Q2	$296K	Hold	3,967	–	–	0.01%	565
2023 Q1	$282K	Buy	3,967 +125	+3%	+$9.61K	0.01%	590
2022 Q4	$290K	Hold	3,842	–	–	0.01%	551
2022 Q3	$260K	Buy	+3,842	New	+$283K	0.01%	521
2021 Q2	–	Sell	-250	Closed	-$19K	–	1213
2021 Q1	$19K	Buy	+250	New	+$17.8K	﹤0.01%	1217
2017 Q4	–	Sell	-200	Closed	-$11K	–	1133
2017 Q3	$11K	Buy	+200	New	+$10.9K	﹤0.01%	521

Other funds holding IYF