Arax Advisory Partners’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 | $66.2K | Hold |
547
| – | – | ﹤0.01% | 1110 |
|
|
2025
Q1 | $61.7K | Hold |
547
| – | – | ﹤0.01% | 880 |
|
|
2024
Q4 | $60.5K | Buy |
547
+247
| +82% | +$27.3K | ﹤0.01% | 842 |
|
|
2024
Q3 | $31.2K | Sell |
300
-444
| -60% | -$46.1K | ﹤0.01% | 906 |
|
|
2024
Q2 | $70.4K | Buy |
744
+1
| +0.1% | +$95 | 0.01% | 551 |
|
|
2024
Q1 | $71.1K | Buy |
743
+2
| +0.3% | +$191 | 0.01% | 438 |
|
|
2023
Q4 | $63.3K | Buy |
741
+4
| +0.5% | +$342 | 0.01% | 433 |
|
|
2023
Q3 | $55.1K | Hold |
737
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $55K | Buy |
737
+2
| +0.3% | +$149 | 0.01% | 453 |
|
|
2023
Q1 | $52.3K | Buy |
735
+2
| +0.3% | +$142 | 0.01% | 455 |
|
|
2022
Q4 | $55.3K | Buy |
733
+4
| +0.5% | +$302 | 0.01% | 432 |
|
|
2022
Q3 | $49K | Hold |
729
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $51K | Buy |
729
+2
| +0.3% | +$140 | 0.01% | 422 |
|
|
2022
Q1 | $61K | Buy |
727
+2
| +0.3% | +$168 | 0.01% | 422 |
|
|
2021
Q4 | $63K | Buy |
725
+303
| +72% | +$26.3K | 0.01% | 428 |
|
|
2021
Q3 | $35K | Buy |
+422
| New | +$35K | ﹤0.01% | 493 |
|