Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27K | Hold |
260
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $24.6K | Hold |
260
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $24.9K | Hold |
260
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $22.2K | Hold |
260
| – | – | 0.02% | 141 |
|
|
2023
Q3 | $19.4K | Hold |
260
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $19.4K | Hold |
260
| – | – | 0.01% | 148 |
|
|
2023
Q1 | $18.5K | Hold |
260
| – | – | 0.02% | 146 |
|
|
2022
Q4 | $19.6K | Hold |
260
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $18K | Hold |
260
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $18K | Hold |
260
| – | – | 0.02% | 135 |
|
|
2022
Q1 | $22K | Hold |
260
| – | – | 0.02% | 135 |
|
|
2021
Q4 | $23K | Buy |
+260
| New | +$23K | 0.02% | 142 |
|