WealthCare Investment 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	$2.61M	Buy	22,191 +1,671	+8%	+$207K	0.72%	42
2025 Q4	$2.66M	Buy	20,520 +697	+4%	+$87.2K	0.78%	39
2025 Q3	$2.48M	Sell	19,823 -491	-2%	-$60.7K	0.8%	35
2025 Q2	$2.5M	Buy	20,314 +232	+1%	+$26.1K	0.9%	31
2025 Q1	$2.07M	Buy	20,082 +10,045	+100%	+$1.15M	0.88%	35
2024 Q4	$1.11M	Buy	+10,037	New	+$1.12M	0.48%	55
2024 Q1	–	Sell	-2,668	Closed	-$230K	–	136
2023 Q4	$230K	Sell	2,668 -463	-15%	-$36.1K	0.13%	116
2023 Q3	$231K	Sell	3,131 -1,293	-29%	-$99.7K	0.14%	106
2023 Q2	$330K	Sell	4,424 -6,765	-60%	-$488K	0.2%	85
2023 Q1	$796K	Sell	11,189 -3,964	-26%	-$305K	0.48%	55
2022 Q4	$1.14M	Sell	15,153 -6,095	-29%	-$457K	0.78%	36
2022 Q3	$1.44M	Sell	21,248 -2,574	-11%	-$190K	1.19%	24
2022 Q2	$1.67M	Buy	23,822 +4,285	+22%	+$327K	1.43%	16
2022 Q1	$1.6M	Buy	19,537 +10,681	+121%	+$920K	1.43%	17
2021 Q4	$768K	Buy	+8,856	New	+$771K	0.74%	38