Atlas Brown’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 | $401K | Buy |
3,315
+10
| +0.3% | +$1.21K | 0.13% | 154 |
|
|
2025
Q1 | $373K | Sell |
3,305
-6
| -0.2% | -$677 | 0.13% | 152 |
|
|
2024
Q4 | $366K | Buy |
3,311
+13
| +0.4% | +$1.44K | 0.13% | 153 |
|
|
2024
Q3 | $343K | Buy |
3,298
+217
| +7% | +$22.5K | 0.12% | 155 |
|
|
2024
Q2 | $291K | Buy |
3,081
+10
| +0.3% | +$946 | 0.1% | 167 |
|
|
2024
Q1 | $294K | Buy |
3,071
+365
| +13% | +$34.9K | 0.11% | 163 |
|
|
2023
Q4 | $231K | Buy |
2,706
+12
| +0.4% | +$1.03K | 0.1% | 172 |
|
|
2023
Q3 | $201K | Hold |
2,694
| – | – | 0.09% | 175 |
|
|
2023
Q2 | $201K | Buy |
+2,694
| New | +$201K | 0.09% | 178 |
|
|
2023
Q1 | – | Sell |
-2,694
| Closed | -$203K | – | 179 |
|
|
2022
Q4 | $203K | Buy |
+2,694
| New | +$203K | 0.1% | 168 |
|
|
2022
Q2 | – | Sell |
-2,694
| Closed | -$228K | – | 185 |
|
|
2022
Q1 | $228K | Hold |
2,694
| – | – | 0.09% | 167 |
|
|
2021
Q4 | $234K | Hold |
2,694
| – | – | 0.09% | 172 |
|
|
2021
Q3 | $222K | Hold |
2,694
| – | – | 0.1% | 168 |
|
|
2021
Q2 | $218K | Hold |
2,694
| – | – | 0.09% | 169 |
|
|
2021
Q1 | $202K | Buy |
+2,694
| New | +$202K | 0.1% | 168 |
|
|
2020
Q3 | – | Sell |
-4,508
| Closed | -$248K | – | 153 |
|
|
2020
Q2 | $248K | Hold |
4,508
| – | – | 0.16% | 132 |
|
|
2020
Q1 | $219K | Hold |
4,508
| – | – | 0.17% | 127 |
|
|
2019
Q4 | $311K | Hold |
4,508
| – | – | 0.19% | 119 |
|
|
2019
Q3 | $290K | Hold |
4,508
| – | – | 0.21% | 117 |
|
|
2019
Q2 | $283K | Hold |
4,508
| – | – | 0.2% | 119 |
|
|
2019
Q1 | $266K | Hold |
4,508
| – | – | 0.19% | 121 |
|
|
2018
Q4 | $240K | Buy |
+4,508
| New | +$240K | 0.19% | 124 |
|