Acropolis Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Hold |
5,410
| – | – | 0.04% | 130 |
|
|
2025
Q1 | $611K | Sell |
5,410
-330
| -6% | -$37.2K | 0.04% | 131 |
|
|
2024
Q4 | $635K | Hold |
5,740
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $596K | Hold |
5,740
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $543K | Hold |
5,740
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $549K | Hold |
5,740
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $490K | Hold |
5,740
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $429K | Hold |
5,740
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $428K | Hold |
5,740
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $408K | Sell |
5,740
-156
| -3% | -$11.1K | 0.03% | 151 |
|
|
2022
Q4 | $445K | Sell |
5,896
-106
| -2% | -$8K | 0.04% | 141 |
|
|
2022
Q3 | $405K | Sell |
6,002
-1,100
| -15% | -$74.2K | 0.04% | 139 |
|
|
2022
Q2 | $497K | Hold |
7,102
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $600K | Hold |
7,102
| – | – | 0.05% | 116 |
|
|
2021
Q4 | $616K | Hold |
7,102
| – | – | 0.06% | 112 |
|
|
2021
Q3 | $553K | Hold |
7,102
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $576K | Hold |
7,102
| – | – | 0.06% | 117 |
|
|
2021
Q1 | $532K | Hold |
7,102
| – | – | 0.05% | 115 |
|
|
2020
Q4 | $474K | Hold |
7,102
| – | – | 0.05% | 111 |
|
|
2020
Q3 | $403K | Sell |
7,102
-420
| -6% | -$23.8K | 0.05% | 120 |
|
|
2020
Q2 | $414K | Buy |
7,522
+420
| +6% | +$23.1K | 0.05% | 108 |
|
|
2020
Q1 | $345K | Sell |
7,102
-820
| -10% | -$39.8K | 0.05% | 112 |
|
|
2019
Q4 | $546K | Sell |
7,922
-320
| -4% | -$22.1K | 0.08% | 98 |
|
|
2019
Q3 | $530K | Hold |
8,242
| – | – | 0.08% | 92 |
|
|
2019
Q2 | $518K | Hold |
8,242
| – | – | 0.08% | 86 |
|
|
2019
Q1 | $487K | Sell |
8,242
-150
| -2% | -$8.86K | 0.08% | 90 |
|
|
2018
Q4 | $438K | Buy |
8,392
+150
| +2% | +$7.83K | 0.08% | 89 |
|
|
2018
Q3 | $501K | Hold |
8,242
| – | – | 0.08% | 85 |
|
|
2018
Q2 | $483K | Buy |
8,242
+400
| +5% | +$23.4K | 0.08% | 80 |
|
|
2018
Q1 | $462K | Hold |
7,842
| – | – | 0.08% | 90 |
|
|
2017
Q4 | $468K | Hold |
7,842
| – | – | 0.07% | 93 |
|
|
2017
Q3 | $440K | Hold |
7,842
| – | – | 0.07% | 91 |
|
|
2017
Q2 | $422K | Hold |
7,842
| – | – | 0.07% | 94 |
|
|
2017
Q1 | $408K | Hold |
7,842
| – | – | 0.07% | 94 |
|
|
2016
Q4 | $398K | Hold |
7,842
| – | – | 0.07% | 94 |
|
|
2016
Q3 | $353K | Sell |
7,842
-410
| -5% | -$18.5K | 0.07% | 97 |
|
|
2016
Q2 | $355K | Sell |
8,252
-178
| -2% | -$7.66K | 0.07% | 98 |
|
|
2016
Q1 | $357K | Sell |
8,430
-350
| -4% | -$14.8K | 0.07% | 98 |
|
|
2015
Q4 | $388K | Sell |
8,780
-140
| -2% | -$6.19K | 0.08% | 91 |
|
|
2015
Q3 | $375K | Sell |
8,920
-870
| -9% | -$36.6K | 0.08% | 88 |
|
|
2015
Q2 | $439K | Sell |
9,790
-1,390
| -12% | -$62.3K | 0.09% | 81 |
|
|
2015
Q1 | $498K | Sell |
11,180
-260
| -2% | -$11.6K | 0.09% | 84 |
|
|
2014
Q4 | $516K | Sell |
11,440
-610
| -5% | -$27.5K | 0.1% | 79 |
|
|
2014
Q3 | $504K | Sell |
12,050
-1,200
| -9% | -$50.2K | 0.1% | 82 |
|
|
2014
Q2 | $551K | Sell |
13,250
-4,480
| -25% | -$186K | 0.11% | 80 |
|
|
2014
Q1 | $725K | Buy |
17,730
+3,940
| +29% | +$161K | 0.15% | 68 |
|
|
2013
Q4 | $553K | Buy |
13,790
+530
| +4% | +$21.3K | 0.12% | 76 |
|
|
2013
Q3 | $486K | Sell |
13,260
-1,930
| -13% | -$70.7K | 0.1% | 84 |
|
|
2013
Q2 | $543K | Buy |
+15,190
| New | +$543K | 0.12% | 75 |
|