Western Wealth Management’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	$253K	Buy	2,147 +46	+2%	+$5.71K	0.01%	850
2025 Q4	$271K	Sell	2,101 -1,907	-48%	-$239K	0.01%	694
2025 Q3	$508K	Sell	4,008 -119	-3%	-$14.7K	0.03%	441
2025 Q2	$499K	Sell	4,127 -569	-12%	-$64.1K	0.03%	411
2025 Q1	$530K	Buy	4,696 +2,228	+90%	+$255K	0.04%	374
2024 Q4	$273K	Buy	+2,468	New	+$275K	0.02%	556
2020 Q1	–	Sell	-3,748	Closed	-$258K	–	396
2019 Q4	$258K	Buy	3,748 +302	+9%	+$20K	0.04%	339
2019 Q3	$222K	Sell	3,446 -2,598	-43%	-$165K	0.05%	353
2019 Q2	$382K	Sell	6,044 -398	-6%	-$24.5K	0.05%	265
2019 Q1	$384K	Buy	6,442 +182	+3%	+$10.6K	0.09%	242
2018 Q4	$333K	Buy	+6,260	New	+$359K	0.09%	236