Annis Gardner Whiting Capital 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 | $55.4K | Hold |
458
| – | – | 0.02% | 397 |
|
|
2025
Q1 | $51.7K | Hold |
458
| – | – | 0.02% | 347 |
|
|
2024
Q4 | $50.6K | Hold |
458
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $47.6K | Hold |
458
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $43.3K | Hold |
458
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $43.8K | Hold |
458
| – | – | 0.02% | 401 |
|
|
2023
Q4 | $39.1K | Hold |
458
| – | – | 0.02% | 330 |
|
|
2023
Q3 | $34.4K | Buy |
+458
| New | +$34.4K | 0.02% | 324 |
|