XML Financial’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 Q1	$13.4M	Buy	113,726 +1,054	+0.9%	+$131K	1.08%	19
2025 Q4	$14.5M	Buy	112,672 +820	+0.7%	+$103K	1.19%	18
2025 Q3	$14.2M	Buy	111,852 +428	+0.4%	+$52.9K	1.15%	18
2025 Q2	$13.5M	Sell	111,424 -301	-0.3%	-$33.9K	1.17%	18
2025 Q1	$12.6M	Sell	111,725 -1,142	-1%	-$131K	1.18%	18
2024 Q4	$12.5M	Buy	112,867 +1,262	+1%	+$141K	1.14%	18
2024 Q3	$11.6M	Buy	111,605 +4,314	+4%	+$433K	1.08%	21
2024 Q2	$10.1M	Buy	107,291 +3,379	+3%	+$316K	1.02%	23
2024 Q1	$9.94M	Buy	103,912 +1,433	+1%	+$128K	1.02%	24
2023 Q4	$8.75M	Buy	102,479 +3,627	+4%	+$283K	0.92%	26
2023 Q3	$7.39M	Sell	98,852 -1,377	-1%	-$106K	0.89%	30
2023 Q2	$7.48M	Buy	100,229 +2,270	+2%	+$164K	0.87%	33
2023 Q1	$6.97M	Buy	97,959 +5,749	+6%	+$442K	0.85%	37
2022 Q4	$6.96M	Sell	92,210 -4,012	-4%	-$301K	0.87%	37
2022 Q3	$6.5M	Buy	96,222 +4,383	+5%	+$323K	0.9%	38
2022 Q2	$6.43M	Buy	91,839 +8,233	+10%	+$628K	1.45%	23
2022 Q1	$7.07M	Buy	83,606 +25,803	+45%	+$2.22M	0.84%	37
2021 Q4	$5.01M	Buy	57,803 +7,425	+15%	+$647K	0.6%	52
2021 Q3	$4.16M	Buy	50,378 +3,675	+8%	+$305K	0.56%	56
2021 Q2	$3.79M	Buy	46,703 +4,940	+12%	+$397K	0.83%	34
2021 Q1	$3.13M	Buy	41,763 +2,867	+7%	+$204K	0.76%	36
2020 Q4	$2.6M	Buy	38,896 +3,984	+11%	+$246K	0.67%	40
2020 Q3	$1.98M	Hold	34,912	–	–	0.62%	40
2020 Q2	$1.92M	Buy	34,912 +1,470	+4%	+$78.4K	0.67%	36
2020 Q1	$1.63M	Sell	33,442 -2,476	-7%	-$157K	0.7%	39
2019 Q4	$2.47M	Buy	+35,918	New	+$2.38M	0.9%	29