Allworth Financial’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 | $132K | Buy |
1,095
+33
| +3% | +$3.99K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $116K | Hold |
1,062
| – | – | ﹤0.01% | 1154 |
|
|
2024
Q4 | $123K | Hold |
1,062
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q3 | $110K | Hold |
1,062
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q2 | $105K | Hold |
1,062
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q1 | $102K | Hold |
1,062
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q4 | $90.7K | Hold |
1,062
| – | – | ﹤0.01% | 982 |
|
|
2023
Q3 | $79.4K | Hold |
1,062
| – | – | ﹤0.01% | 962 |
|
|
2023
Q2 | $79.2K | Hold |
1,062
| – | – | ﹤0.01% | 972 |
|
|
2023
Q1 | $75.5K | Hold |
1,062
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $80.1K | Sell |
1,062
-334
| -24% | -$25.2K | ﹤0.01% | 870 |
|
|
2022
Q3 | $94K | Buy |
1,396
+2
| +0.1% | +$135 | ﹤0.01% | 779 |
|
|
2022
Q2 | $98K | Hold |
1,394
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $118K | Hold |
1,394
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $121K | Hold |
1,394
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $115K | Buy |
1,394
+1,240
| +805% | +$102K | ﹤0.01% | 584 |
|
|
2021
Q2 | $12K | Hold |
154
| – | – | ﹤0.01% | 990 |
|
|
2021
Q1 | $12K | Hold |
154
| – | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $10K | Hold |
154
| – | – | ﹤0.01% | 841 |
|
|
2020
Q3 | $9K | Hold |
154
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 773 |
|
|
2020
Q1 | $7K | Hold |
154
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $11K | Hold |
154
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $10K | Hold |
154
| – | – | ﹤0.01% | 584 |
|
|
2019
Q2 | $10K | Hold |
154
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 590 |
|
|
2018
Q4 | $8K | Sell |
154
-8
| -5% | -$416 | ﹤0.01% | 554 |
|
|
2018
Q3 | $10K | Buy |
162
+8
| +5% | +$494 | ﹤0.01% | 557 |
|
|
2018
Q2 | $9K | Hold |
154
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $9K | Hold |
154
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $9K | Hold |
154
| – | – | ﹤0.01% | 483 |
|
|
2017
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 501 |
|
|
2017
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 420 |
|