Addison Advisors’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 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 600 |
|
|
2025
Q1 | $11.3K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
|
2024
Q4 | $11.1K | Hold |
100
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $9.46K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $9.57K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $8.54K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $7.48K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $7.46K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $7.11K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2022
Q4 | $7.55K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 472 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8K | 0.01% | 314 |
|
|
2020
Q4 | $7K | Buy |
+100
| New | +$7K | 0.01% | 311 |
|