Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.54M | Buy |
21,612
+5,113
| +31% | +$635K | 0.03% | 608 |
|
|
2025
Q4 | $2.13M | Buy |
16,499
+986
| +6% | +$123K | 0.02% | 701 |
|
|
2025
Q3 | $1.96M | Sell |
15,513
-5,189
| -25% | -$642K | 0.02% | 727 |
|
|
2025
Q2 | $2.5M | Buy |
20,702
+5,325
| +35% | +$600K | 0.03% | 632 |
|
|
2025
Q1 | $1.74M | Buy |
15,377
+5,567
| +57% | +$638K | 0.02% | 760 |
|
|
2024
Q4 | $1.08M | Buy |
9,810
+2,522
| +35% | +$281K | 0.01% | 935 |
|
|
2024
Q3 | $757K | Buy |
7,288
+261
| +4% | +$26.2K | 0.01% | 1123 |
|
|
2024
Q2 | $665K | Buy |
+7,027
| New | +$658K | 0.01% | 1160 |
|
|
2017
Q4 | – | Sell |
-12,780
| Closed | -$716K | – | 855 |
|
|
2017
Q3 | $716K | Buy |
+12,780
| New | +$697K | 0.04% | 381 |
|
|
2017
Q1 | – | Sell |
-5,218
| Closed | -$265K | – | 695 |
|
|
2016
Q4 | $265K | Buy |
5,218
+504
| +11% | +$24.1K | 0.02% | 510 |
|
|
2016
Q3 | $212K | Buy |
+4,714
| New | +$211K | 0.02% | 495 |
|
|
2016
Q1 | – | Sell |
-8,100
| Closed | -$333K | – | 464 |
|
|
2015
Q4 | $333K | Buy |
+8,100
| New | +$361K | 0.04% | 298 |
|
|
2015
Q3 | – | Sell |
-15,418
| Closed | -$692K | – | 382 |
|
|
2015
Q2 | $692K | Buy |
+15,418
| New | +$698K | 0.08% | 193 |
|
|
2015
Q1 | – | Sell |
-315,570
| Closed | -$14.2M | – | 423 |
|
|
2014
Q4 | $14.2M | Buy |
315,570
+297,470
| +1,643% | +$12.9M | 1.51% | 14 |
|
|
2014
Q3 | $758K | Sell |
18,100
-606
| -3% | -$25.4K | 0.08% | 222 |
|
|
2014
Q2 | $778K | Sell |
18,706
-9,076
| -33% | -$369K | 0.08% | 211 |
|
|
2014
Q1 | $1.14M | Buy |
27,782
+9,796
| +54% | +$391K | 0.12% | 155 |
|
|
2013
Q4 | $721K | Sell |
17,986
-742
| -4% | -$28.6K | 0.07% | 226 |
|
|
2013
Q3 | $686K | Buy |
18,728
+1,576
| +9% | +$58.4K | 0.07% | 230 |
|
|
2013
Q2 | $613K | Buy |
+17,152
| New | +$606K | 0.07% | 155 |
|
Other funds holding IYF
PF
PCH
