AE Wealth Management’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 | $6.49M | Buy |
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|
2025
Q2 | $5.07M | Buy |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $7.61M | Sell |
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|
2024
Q3 | $7.3M | Buy |
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|
2024
Q2 | $6.36M | Sell |
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|
2024
Q1 | $6.79M | Sell |
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|
2023
Q4 | $6.86M | Buy |
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|
2023
Q3 | $990K | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $5.16M | Buy |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $539K | Sell |
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|
2019
Q3 | $709K | Sell |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $318K | Sell |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $403K | Buy |
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|
2017
Q1 | $351K | Buy |
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