AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-534
| Closed | -$39.9K | – | 546 |
|
|
2023
Q3 | $39.9K | Sell |
534
-800
| -60% | -$59.8K | 0.03% | 225 |
|
|
2023
Q2 | $95K | Hold |
1,334
| – | – | 0.06% | 142 |
|
|
2023
Q1 | $94.9K | Hold |
1,334
| – | – | 0.06% | 143 |
|
|
2022
Q4 | $101K | Hold |
1,334
| – | – | 0.07% | 136 |
|
|
2022
Q3 | $90K | Hold |
1,334
| – | – | 0.07% | 132 |
|
|
2022
Q2 | $93K | Hold |
1,334
| – | – | 0.06% | 137 |
|
|
2022
Q1 | $113K | Hold |
1,334
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $116K | Hold |
1,334
| – | – | 0.07% | 136 |
|
|
2021
Q3 | $110K | Hold |
1,334
| – | – | 0.07% | 135 |
|
|
2021
Q2 | $108K | Hold |
1,334
| – | – | 0.06% | 146 |
|
|
2021
Q1 | $100K | Hold |
1,334
| – | – | 0.06% | 149 |
|
|
2020
Q4 | $89K | Hold |
1,334
| – | – | 0.06% | 148 |
|
|
2020
Q3 | $76K | Hold |
1,334
| – | – | 0.06% | 149 |
|
|
2020
Q2 | $73K | Hold |
1,334
| – | – | 0.06% | 143 |
|
|
2020
Q1 | $65K | Hold |
1,334
| – | – | 0.06% | 140 |
|
|
2019
Q4 | $92K | Hold |
1,334
| – | – | 0.06% | 133 |
|
|
2019
Q3 | $86K | Hold |
1,334
| – | – | 0.06% | 138 |
|
|
2019
Q2 | $84K | Hold |
1,334
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $79K | Hold |
1,334
| – | – | 0.06% | 147 |
|
|
2018
Q4 | $71K | Hold |
1,334
| – | – | 0.06% | 139 |
|
|
2018
Q3 | $81K | Hold |
1,334
| – | – | 0.06% | 137 |
|
|
2018
Q2 | $78K | Buy |
+1,334
| New | +$78K | 0.06% | 135 |
|