Ancora Advisors’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 | $915K | Buy |
7,560
+8
| +0.1% | +$968 | 0.02% | 414 |
|
|
2025
Q1 | $852K | Buy |
7,552
+8
| +0.1% | +$903 | 0.02% | 416 |
|
|
2024
Q4 | $834K | Buy |
7,544
+10
| +0.1% | +$1.11K | 0.02% | 435 |
|
|
2024
Q3 | $783K | Buy |
7,534
+9
| +0.1% | +$935 | 0.02% | 427 |
|
|
2024
Q2 | $712K | Buy |
7,525
+8
| +0.1% | +$757 | 0.02% | 434 |
|
|
2024
Q1 | $719K | Buy |
7,517
+8
| +0.1% | +$765 | 0.02% | 437 |
|
|
2023
Q4 | $641K | Buy |
7,509
+24
| +0.3% | +$2.05K | 0.02% | 444 |
|
|
2023
Q3 | $560K | Hold |
7,485
| – | – | 0.01% | 437 |
|
|
2023
Q2 | $558K | Sell |
7,485
-391
| -5% | -$29.2K | 0.01% | 435 |
|
|
2023
Q1 | $560K | Buy |
7,876
+12
| +0.2% | +$854 | 0.02% | 446 |
|
|
2022
Q4 | $593K | Buy |
7,864
+13
| +0.2% | +$980 | 0.02% | 441 |
|
|
2022
Q3 | $531K | Buy |
7,851
+12
| +0.2% | +$812 | 0.02% | 473 |
|
|
2022
Q2 | $548K | Buy |
7,839
+10
| +0.1% | +$699 | 0.02% | 483 |
|
|
2022
Q1 | $661K | Buy |
7,829
+9
| +0.1% | +$760 | 0.02% | 466 |
|
|
2021
Q4 | $678K | Buy |
7,820
+8
| +0.1% | +$694 | 0.02% | 476 |
|
|
2021
Q3 | $645K | Buy |
7,812
+124
| +2% | +$10.2K | 0.02% | 473 |
|
|
2021
Q2 | $623K | Buy |
7,688
+5
| +0.1% | +$405 | 0.02% | 487 |
|
|
2021
Q1 | $575K | Buy |
7,683
+8
| +0.1% | +$599 | 0.02% | 482 |
|
|
2020
Q4 | $512K | Buy |
7,675
+9
| +0.1% | +$600 | 0.02% | 454 |
|
|
2020
Q3 | $435K | Buy |
7,666
+12
| +0.2% | +$681 | 0.02% | 445 |
|
|
2020
Q2 | $422K | Sell |
7,654
-6,332
| -45% | -$349K | 0.02% | 445 |
|
|
2020
Q1 | $680K | Buy |
13,986
+16
| +0.1% | +$778 | 0.03% | 387 |
|
|
2019
Q4 | $963K | Buy |
13,970
+8
| +0.1% | +$551 | 0.04% | 363 |
|
|
2019
Q3 | $899K | Buy |
13,962
+10
| +0.1% | +$644 | 0.04% | 336 |
|
|
2019
Q2 | $876K | Sell |
13,952
-1,690
| -11% | -$106K | 0.04% | 310 |
|
|
2019
Q1 | $924K | Sell |
15,642
-72,294
| -82% | -$4.27M | 0.04% | 316 |
|
|
2018
Q4 | $4.68M | Buy |
+87,936
| New | +$4.68M | 0.22% | 142 |
|