Advisory Alpha’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 | $385K | Buy |
3,181
+79
| +3% | +$9.56K | 0.01% | 315 |
|
|
2025
Q1 | $350K | Buy |
3,102
+1,075
| +53% | +$121K | 0.01% | 313 |
|
|
2024
Q4 | $224K | Buy |
2,027
+13
| +0.6% | +$1.44K | 0.01% | 401 |
|
|
2024
Q3 | $209K | Buy |
+2,014
| New | +$209K | 0.01% | 400 |
|
|
2022
Q1 | – | Sell |
-8,950
| Closed | -$776K | – | 285 |
|
|
2021
Q4 | $776K | Buy |
+8,950
| New | +$776K | 0.05% | 138 |
|
|
2020
Q4 | – | Sell |
-1,320
| Closed | -$77K | – | 372 |
|
|
2020
Q3 | $77K | Buy |
+1,320
| New | +$77K | 0.02% | 172 |
|
|
2020
Q2 | – | Sell |
-1,402
| Closed | -$70.3K | – | 359 |
|
|
2020
Q1 | $70.3K | Buy |
1,402
+62
| +5% | +$3.11K | 0.02% | 175 |
|
|
2019
Q4 | $93.3K | Sell |
1,340
-40
| -3% | -$2.79K | 0.02% | 212 |
|
|
2019
Q3 | $86.6K | Buy |
+1,380
| New | +$86.6K | 0.03% | 189 |
|
|
2019
Q2 | – | Sell |
-2,090
| Closed | -$129K | – | 385 |
|
|
2019
Q1 | $129K | Buy |
+2,090
| New | +$129K | 0.05% | 141 |
|