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
$289K Hold
2025
Q2
$276K Buy
2022
Q2
Sell
2022
Q1
$570K Buy
2021
Q4
$448K Buy
2021
Q3
$400K Sell
2021
Q2
$437K Buy