Annex Advisory Services’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $264K | Hold |
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|
2015
Q3 | $251K | Sell |
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|
2015
Q2 | $347K | Sell |
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|
2015
Q1 | $17.6M | Buy |
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|
2014
Q4 | $16.6M | Buy |
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|
2014
Q3 | $13.8M | Buy |
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|
2014
Q2 | $13.1M | Buy |
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|
2014
Q1 | $11.7M | Buy |
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|
2013
Q4 | $8.97M | Buy |
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|
2013
Q3 | $4.5M | Buy |
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|
2013
Q2 | $1.75M | Buy |
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