WJ 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
2025
Q3
Sell
2025
Q2
$276K Buy
2022
Q2
Sell
2022
Q1
$570K Buy
2021
Q4
$448K Buy
2021
Q3
$400K Sell
2021
Q2
$437K Buy