Allworth Financial’s iShares US Financials ETF IYF Stock Holding History

Allworth Financial’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Buy	1,920 +107	+6%	+$13.3K	﹤0.01%	1329
2025 Q4	$234K	Sell	1,813 -166	-8%	-$20.8K	﹤0.01%	1269
2025 Q3	$251K	Buy	1,979 +884	+81%	+$109K	﹤0.01%	1188
2025 Q2	$132K	Buy	1,095 +33	+3%	+$3.72K	﹤0.01%	1380
2025 Q1	$116K	Hold	1,062	–	–	﹤0.01%	1161
2024 Q4	$123K	Hold	1,062	–	–	﹤0.01%	1165
2024 Q3	$110K	Hold	1,062	–	–	﹤0.01%	1043
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%	-$25K	﹤0.01%	870
2022 Q3	$94K	Buy	1,396 +2	+0.1%	+$147	﹤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%	+$103K	﹤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%	-$458	﹤0.01%	554
2018 Q3	$10K	Buy	162 +8	+5%	+$490	﹤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	+$7.35K	﹤0.01%	420