WR Wealth Planners’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
2024
Q4
$25.3K Sell
2024
Q3
$33.1K Buy
2024
Q2
$8.61K Hold
2024
Q1
$8.7K Buy