Apollon Wealth 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
Q1 | – | Sell |
-121,739
| Closed | -$13.5M | – | 1244 |
|
|
2024
Q4 | $13.5M | Sell |
121,739
-2,496
| -2% | -$276K | 0.31% | 65 |
|
|
2024
Q3 | $12.9M | Buy |
124,235
+114,383
| +1,161% | +$11.9M | 0.37% | 55 |
|
|
2024
Q2 | $932K | Buy |
9,852
+5,703
| +137% | +$539K | 0.03% | 492 |
|
|
2024
Q1 | $397K | Buy |
+4,149
| New | +$397K | 0.01% | 771 |
|
|
2023
Q3 | – | Sell |
-5,254
| Closed | -$392K | – | 949 |
|
|
2023
Q2 | $392K | Buy |
+5,254
| New | +$392K | 0.02% | 669 |
|