WR Wealth Planners’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$25.3K	Sell	228 -90	-28%	-$9.97K	0.01%	424
2024 Q3	$33.1K	Buy	318 +227	+249%	+$23.6K	0.01%	399
2024 Q2	$8.61K	Hold	91	–	–	﹤0.01%	625
2024 Q1	$8.7K	Buy	+91	New	+$8.7K	﹤0.01%	624