Advisory Services Network’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 | $11.1M | Buy |
91,004
+86,387
| +1,871% | +$10.6M | 0.18% | 119 |
|
|
2025
Q1 | $521K | Sell |
4,617
-13,489
| -75% | -$1.52M | 0.01% | 1041 |
|
|
2024
Q4 | $2M | Sell |
18,106
-693
| -4% | -$76.6K | 0.04% | 495 |
|
|
2024
Q3 | $1.78M | Hold |
18,799
| – | – | 0.04% | 507 |
|
|
2024
Q2 | $1.78M | Buy |
18,799
+7,233
| +63% | +$684K | 0.04% | 507 |
|
|
2024
Q1 | $1.11M | Sell |
11,566
-35,298
| -75% | -$3.38M | 0.02% | 645 |
|
|
2023
Q4 | $4M | Buy |
46,864
+4,152
| +10% | +$355K | 0.1% | 235 |
|
|
2023
Q3 | $3.19M | Buy |
42,712
+1,069
| +3% | +$79.9K | 0.09% | 270 |
|
|
2023
Q2 | $3.11M | Buy |
41,643
+2,794
| +7% | +$208K | 0.08% | 285 |
|
|
2023
Q1 | $2.76M | Buy |
38,849
+37,642
| +3,119% | +$2.68M | 0.08% | 299 |
|
|
2022
Q4 | $91.1K | Buy |
+1,207
| New | +$91.1K | ﹤0.01% | 1675 |
|
|
2022
Q2 | – | Sell |
-2,719
| Closed | -$230K | – | 1438 |
|
|
2022
Q1 | $230K | Buy |
2,719
+1
| +0% | +$85 | 0.01% | 1276 |
|
|
2021
Q4 | $236K | Sell |
2,718
-25
| -0.9% | -$2.17K | 0.01% | 1224 |
|
|
2021
Q3 | $226K | Buy |
2,743
+300
| +12% | +$24.7K | 0.01% | 1221 |
|
|
2021
Q2 | $198K | Sell |
2,443
-1,254
| -34% | -$102K | 0.01% | 1274 |
|
|
2021
Q1 | $277K | Buy |
3,697
+3,019
| +445% | +$226K | 0.01% | 1063 |
|
|
2020
Q4 | $45K | Sell |
678
-1,964
| -74% | -$130K | ﹤0.01% | 1731 |
|
|
2020
Q3 | $149K | Buy |
+2,642
| New | +$149K | 0.01% | 1082 |
|
|
2020
Q2 | – | Sell |
-678
| Closed | -$33K | – | 1928 |
|
|
2020
Q1 | $33K | Buy |
678
+244
| +56% | +$11.9K | ﹤0.01% | 1587 |
|
|
2019
Q4 | $30K | Sell |
434
-60
| -12% | -$4.15K | ﹤0.01% | 1792 |
|
|
2019
Q3 | $31K | Hold |
494
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q2 | $31K | Buy |
494
+18
| +4% | +$1.13K | ﹤0.01% | 1594 |
|
|
2019
Q1 | $28K | Hold |
476
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q4 | $25K | Hold |
476
| – | – | ﹤0.01% | 1404 |
|
|
2018
Q3 | $29K | Hold |
476
| – | – | ﹤0.01% | 1444 |
|
|
2018
Q2 | $29K | Buy |
476
+34
| +8% | +$2.07K | ﹤0.01% | 1409 |
|
|
2018
Q1 | $26K | Hold |
442
| – | – | ﹤0.01% | 1554 |
|
|
2017
Q4 | $26K | Buy |
442
+42
| +11% | +$2.47K | ﹤0.01% | 1526 |
|
|
2017
Q3 | $22K | Hold |
400
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q1 | $21K | Buy |
+400
| New | +$21K | ﹤0.01% | 1238 |
|
|
2016
Q3 | $370K | Buy |
8,224
+1,586
| +24% | +$71.4K | 0.07% | 373 |
|
|
2016
Q2 | $285K | Sell |
6,638
-1,210
| -15% | -$52K | 0.06% | 377 |
|
|
2016
Q1 | $332K | Sell |
7,848
-20,048
| -72% | -$848K | 0.09% | 277 |
|
|
2015
Q4 | $1.23M | Buy |
27,896
+1,758
| +7% | +$77.7K | 0.4% | 52 |
|
|
2015
Q3 | $1.1M | Buy |
26,138
+8,416
| +47% | +$354K | 0.33% | 55 |
|
|
2015
Q2 | $806K | Buy |
17,722
+170
| +1% | +$7.73K | 0.24% | 94 |
|
|
2015
Q1 | $786K | Buy |
17,552
+15,946
| +993% | +$714K | 0.22% | 104 |
|
|
2014
Q4 | $69K | Buy |
+1,606
| New | +$69K | 0.02% | 383 |
|
|
2014
Q1 | – | Sell |
-578
| Closed | -$23K | – | 514 |
|
|
2013
Q4 | $23K | Buy |
+578
| New | +$23K | 0.01% | 450 |
|