AFT Forsyth & Company’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
Q2 | $2M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $878K | Buy |
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|
2020
Q1 | $776K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $935K | Buy |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $951K | Buy |
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|
2018
Q2 | $881K | Sell |
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|
2018
Q1 | $890K | Buy |
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|
2017
Q4 | $891K | Buy |
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|
2013
Q3 | $36K | Buy |
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|
2013
Q2 | $7K | Buy |
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