Adell Harriman & Carpenter’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
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|
2025
Q2 | $454K | Hold |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $516K | Hold |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $531K | Sell |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $687K | Hold |
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|
2019
Q3 | $642K | Buy |
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