Atria Wealth Solutions’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
Q1 | – | Sell |
-1,898
| Closed | -$210K | – | 1960 |
|
|
2024
Q4 | $210K | Buy |
+1,898
| New | +$210K | ﹤0.01% | 1774 |
|
|
2024
Q3 | – | Sell |
-4,666
| Closed | -$441K | – | 1961 |
|
|
2024
Q2 | $441K | Buy |
4,666
+372
| +9% | +$35.2K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $411K | Buy |
+4,294
| New | +$411K | ﹤0.01% | 1348 |
|
|
2023
Q1 | – | Sell |
-3,696
| Closed | -$279K | – | 1898 |
|
|
2022
Q4 | $279K | Sell |
3,696
-365
| -9% | -$27.5K | ﹤0.01% | 1400 |
|
|
2022
Q3 | $274K | Buy |
+4,061
| New | +$274K | ﹤0.01% | 1347 |
|
|
2022
Q2 | – | Sell |
-4,370
| Closed | -$369K | – | 1735 |
|
|
2022
Q1 | $369K | Buy |
+4,370
| New | +$369K | 0.01% | 1216 |
|