Ameritas Advisory Services’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 | $1.4M | Sell |
11,608
-466
| -4% | -$56.4K | 0.07% | 270 |
|
2025
Q1 | $1.34M | Buy |
12,074
+59
| +0.5% | +$6.53K | 0.05% | 320 |
|
2024
Q4 | $1.33M | Sell |
12,015
-30
| -0.2% | -$3.32K | 0.05% | 339 |
|
2024
Q3 | $1.25M | Sell |
12,045
-5
| -0% | -$520 | 0.05% | 329 |
|
2024
Q2 | $1.14M | Sell |
12,050
-53
| -0.4% | -$5.01K | 0.04% | 373 |
|
2024
Q1 | $1.12M | Sell |
12,103
-455
| -4% | -$41.9K | 0.05% | 355 |
|
2023
Q4 | $1.11M | Sell |
12,558
-3,255
| -21% | -$288K | 0.06% | 262 |
|
2023
Q3 | $1.18M | Sell |
15,813
-687
| -4% | -$51.1K | 0.06% | 306 |
|
2023
Q2 | $1.23M | Sell |
16,500
-164
| -1% | -$12.2K | 0.16% | 150 |
|
2023
Q1 | $1.19M | Sell |
16,664
-11,900
| -42% | -$847K | 0.06% | 289 |
|
2022
Q4 | $2.16M | Buy |
28,564
+9,207
| +48% | +$695K | 0.1% | 210 |
|
2022
Q3 | $1.31M | Buy |
19,357
+316
| +2% | +$21.4K | 0.08% | 240 |
|
2022
Q2 | $1.33M | Sell |
19,041
-615
| -3% | -$43K | 0.08% | 247 |
|
2022
Q1 | $1.66M | Buy |
19,656
+27
| +0.1% | +$2.28K | 0.06% | 241 |
|
2021
Q4 | $1.7M | Buy |
+19,629
| New | +$1.7M | 0.06% | 250 |
|