Whitener Capital 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 Q2	$782K	Buy	6,136 +211	+4%	+$26.2K	0.17%	100
2026 Q1	$697K	Sell	5,925 -270	-4%	-$33.5K	0.16%	97
2025 Q4	$799K	Buy	6,195 +357	+6%	+$44.7K	0.18%	92
2025 Q3	$739K	Buy	5,838 +325	+6%	+$40.2K	0.18%	92
2025 Q2	$667K	Buy	5,513 +568	+11%	+$64K	0.18%	91
2025 Q1	$558K	Buy	4,945 +986	+25%	+$113K	0.16%	96
2024 Q4	$438K	Buy	3,959 +164	+4%	+$18.3K	0.12%	111
2024 Q3	$394K	Sell	3,795 -443	-10%	-$44.4K	0.11%	114
2024 Q2	$401K	Buy	4,238 +465	+12%	+$43.5K	0.12%	108
2024 Q1	$361K	Buy	3,773 +449	+14%	+$40K	0.12%	113
2023 Q4	$284K	Buy	3,324 +486	+17%	+$37.9K	0.1%	123
2023 Q3	$212K	Buy	+2,838	New	+$219K	0.09%	133
2019 Q4	–	Sell	-100	Closed	-$6K	–	282
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	391
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	380
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	383
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	362
2018 Q3	$6K	Buy	+100	New	+$6.13K	﹤0.01%	368
2018 Q2	–	Sell	-100	Closed	-$5K	–	259
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	387
2017 Q4	$5K	Buy	+100	New	+$5.8K	﹤0.01%	368

Other funds holding IYF