Advisor Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.79M | Sell |
54,998
-22,478
| -29% | -$1.55M | 0.03% | 515 |
|
2019
Q3 | $4.99M | Sell |
77,476
-19,792
| -20% | -$1.27M | 0.04% | 414 |
|
2019
Q2 | $6.11M | Buy |
97,268
+61,376
| +171% | +$3.86M | 0.05% | 328 |
|
2019
Q1 | $2.12M | Sell |
35,892
-7,158
| -17% | -$424K | 0.02% | 693 |
|
2018
Q4 | $2.29M | Sell |
43,050
-6,090
| -12% | -$324K | 0.02% | 586 |
|
2018
Q3 | $2.99M | Sell |
49,140
-1,032
| -2% | -$62.7K | 0.03% | 498 |
|
2018
Q2 | $2.94M | Sell |
50,172
-34,620
| -41% | -$2.03M | 0.04% | 397 |
|
2018
Q1 | $5M | Buy |
84,792
+27,206
| +47% | +$1.6M | 0.07% | 245 |
|
2017
Q4 | $3.44M | Buy |
57,586
+10,684
| +23% | +$638K | 0.05% | 361 |
|
2017
Q3 | $2.63M | Sell |
46,902
-1,910
| -4% | -$107K | 0.04% | 408 |
|
2017
Q2 | $2.63M | Sell |
48,812
-47,072
| -49% | -$2.53M | 0.05% | 390 |
|
2017
Q1 | $4.99M | Sell |
95,884
-10,804
| -10% | -$562K | 0.1% | 212 |
|
2016
Q4 | $5.41M | Buy |
106,688
+44,602
| +72% | +$2.26M | 0.12% | 176 |
|
2016
Q3 | $2.79M | Buy |
62,086
+40,550
| +188% | +$1.82M | 0.07% | 312 |
|
2016
Q2 | $922K | Buy |
+21,536
| New | +$922K | 0.02% | 651 |
|