Advisornet Financial’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 | $136K | Buy |
1,124
+4
| +0.4% | +$484 | 0.01% | 668 |
|
2025
Q1 | $126K | Sell |
1,120
-34
| -3% | -$3.84K | 0.01% | 656 |
|
2024
Q4 | $128K | Buy |
1,154
+4
| +0.3% | +$442 | 0.01% | 606 |
|
2024
Q3 | $119K | Buy |
1,150
+4
| +0.3% | +$415 | 0.01% | 650 |
|
2024
Q2 | $108K | Buy |
1,146
+4
| +0.4% | +$378 | 0.01% | 615 |
|
2024
Q1 | $109K | Buy |
1,142
+1,105
| +2,986% | +$106K | 0.01% | 615 |
|
2023
Q4 | $3.18K | Hold |
37
| – | – | ﹤0.01% | 1595 |
|
2023
Q3 | $2.76K | Hold |
37
| – | – | ﹤0.01% | 1557 |
|
2023
Q2 | $2.75K | Hold |
37
| – | – | ﹤0.01% | 1643 |
|
2023
Q1 | $2.61K | Hold |
37
| – | – | ﹤0.01% | 1634 |
|
2022
Q4 | $2.76K | Buy |
37
+1
| +3% | +$75 | ﹤0.01% | 1598 |
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1654 |
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 1610 |
|
2022
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 1712 |
|
2020
Q1 | – | Sell |
-586
| Closed | -$40K | – | 1851 |
|
2019
Q4 | $40K | Hold |
586
| – | – | ﹤0.01% | 961 |
|
2019
Q3 | $38K | Sell |
586
-11,728
| -95% | -$761K | ﹤0.01% | 996 |
|
2019
Q2 | $773K | Sell |
12,314
-890
| -7% | -$55.9K | 0.09% | 225 |
|
2019
Q1 | $780K | Sell |
13,204
-3,280
| -20% | -$194K | 0.1% | 207 |
|
2018
Q4 | $877K | Buy |
+16,484
| New | +$877K | 0.12% | 174 |
|