Apeiron RIA’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 | $2.19M | Buy |
18,107
+1,784
| +11% | +$216K | 0.56% | 49 |
|
|
2025
Q1 | $1.84M | Buy |
16,323
+2,615
| +19% | +$295K | 0.56% | 43 |
|
|
2024
Q4 | $1.52M | Buy |
13,708
+3,839
| +39% | +$425K | 0.42% | 51 |
|
|
2024
Q3 | $1.03M | Buy |
9,869
+257
| +3% | +$26.7K | 0.29% | 65 |
|
|
2024
Q2 | $909K | Buy |
9,612
+1,127
| +13% | +$107K | 0.28% | 67 |
|
|
2024
Q1 | $812K | Buy |
8,485
+5,118
| +152% | +$490K | 0.24% | 73 |
|
|
2023
Q4 | $288K | Buy |
3,367
+344
| +11% | +$29.4K | 0.09% | 164 |
|
|
2023
Q3 | $226K | Hold |
3,023
| – | – | 0.08% | 179 |
|
|
2023
Q2 | $226K | Buy |
3,023
+23
| +0.8% | +$1.72K | 0.08% | 174 |
|
|
2023
Q1 | $213K | Buy |
+3,000
| New | +$213K | 0.07% | 183 |
|