Anchor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.6K | Buy |
699
+2
| +0.3% | +$242 | 0.01% | 510 |
|
|
2025
Q1 | $78.7K | Buy |
697
+1
| +0.1% | +$113 | 0.01% | 503 |
|
|
2024
Q4 | $76.9K | Buy |
696
+3
| +0.4% | +$332 | 0.01% | 510 |
|
|
2024
Q3 | $72K | Buy |
693
+528
| +320% | +$54.9K | 0.01% | 521 |
|
|
2024
Q2 | $15.6K | Sell |
165
-72
| -30% | -$6.81K | ﹤0.01% | 689 |
|
|
2024
Q1 | $22.7K | Hold |
237
| – | – | ﹤0.01% | 659 |
|
|
2023
Q4 | $20.2K | Hold |
237
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $17.7K | Hold |
237
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $17.7K | Sell |
237
-468
| -66% | -$34.9K | ﹤0.01% | 662 |
|
|
2023
Q1 | $50.2K | Hold |
705
| – | – | 0.01% | 534 |
|
|
2022
Q4 | $53.2K | Hold |
705
| – | – | 0.01% | 513 |
|
|
2022
Q3 | $47.6K | Hold |
705
| – | – | 0.01% | 513 |
|
|
2022
Q2 | $49.3K | Hold |
705
| – | – | 0.01% | 537 |
|
|
2022
Q1 | $59.6K | Buy |
+705
| New | +$59.6K | 0.01% | 525 |
|