Arkadios Wealth 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 | $1.07M | Buy |
8,852
+1,165
| +15% | +$141K | 0.03% | 543 |
|
|
2025
Q1 | $868K | Buy |
7,687
+1,469
| +24% | +$166K | 0.03% | 506 |
|
|
2024
Q4 | $688K | Buy |
6,218
+400
| +7% | +$44.2K | 0.04% | 428 |
|
|
2024
Q3 | $604K | Buy |
5,818
+225
| +4% | +$23.4K | 0.03% | 477 |
|
|
2024
Q2 | $529K | Buy |
5,593
+2,057
| +58% | +$195K | 0.04% | 452 |
|
|
2024
Q1 | $338K | Sell |
3,536
-263
| -7% | -$25.2K | 0.03% | 501 |
|
|
2023
Q4 | $324K | Sell |
3,799
-11
| -0.3% | -$939 | 0.03% | 499 |
|
|
2023
Q3 | $285K | Buy |
3,810
+875
| +30% | +$65.4K | 0.03% | 502 |
|
|
2023
Q2 | $219K | Buy |
+2,935
| New | +$219K | 0.03% | 544 |
|
|
2023
Q1 | – | Sell |
-3,805
| Closed | -$287K | – | 613 |
|
|
2022
Q4 | $287K | Buy |
3,805
+312
| +9% | +$23.5K | 0.04% | 420 |
|
|
2022
Q3 | $236K | Buy |
3,493
+373
| +12% | +$25.2K | 0.04% | 441 |
|
|
2022
Q2 | $218K | Sell |
3,120
-155
| -5% | -$10.8K | 0.03% | 482 |
|
|
2022
Q1 | $277K | Buy |
3,275
+840
| +34% | +$71K | 0.04% | 443 |
|
|
2021
Q4 | $211K | Buy |
2,435
+627
| +35% | +$54.3K | 0.03% | 533 |
|
|
2021
Q3 | $149K | Buy |
1,808
+100
| +6% | +$8.24K | 0.02% | 578 |
|
|
2021
Q2 | $138K | Buy |
1,708
+502
| +42% | +$40.6K | 0.02% | 631 |
|
|
2021
Q1 | $90K | Buy |
1,206
+53
| +5% | +$3.96K | 0.01% | 556 |
|
|
2020
Q4 | $77K | Buy |
1,153
+3
| +0.3% | +$200 | 0.02% | 478 |
|
|
2020
Q3 | $67.6K | Buy |
1,150
+6
| +0.5% | +$352 | 0.03% | 352 |
|
|
2020
Q2 | $63.7K | Buy |
1,144
+1,042
| +1,022% | +$58K | 0.04% | 333 |
|
|
2020
Q1 | $4.96K | Hold |
102
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $7.29K | Buy |
+102
| New | +$7.29K | ﹤0.01% | 646 |
|