Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $67.6K | Buy |
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|
2020
Q2 | $63.7K | Buy |
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|
2020
Q1 | $4.96K | Hold |
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|
2019
Q4 | $7.29K | Buy |
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