Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-194
| Closed | -$23.5K | – | 420 |
|
|
2025
Q2 | $23.5K | Sell |
194
-26
| -12% | -$2.93K | 0.01% | 395 |
|
|
2025
Q1 | $24.8K | Sell |
220
-50
| -19% | -$5.73K | 0.01% | 303 |
|
|
2024
Q4 | $29.8K | Hold |
270
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $28K | Hold |
270
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $25.5K | Buy |
270
+1
| +0.4% | +$94 | 0.01% | 292 |
|
|
2024
Q1 | $25.8K | Hold |
269
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $22.9K | Buy |
269
+3
| +1% | +$234 | 0.01% | 317 |
|
|
2023
Q3 | $19.9K | Hold |
266
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $19.8K | Buy |
266
+1
| +0.4% | +$72 | 0.01% | 338 |
|
|
2023
Q1 | $18.8K | Buy |
265
+1
| +0.4% | +$77 | 0.01% | 327 |
|
|
2022
Q4 | $19.9K | Buy |
264
+3
| +1% | +$225 | 0.01% | 329 |
|
|
2022
Q3 | $18K | Hold |
261
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $18K | Buy |
261
+1
| +0.4% | +$76 | 0.01% | 353 |
|
|
2022
Q1 | $22K | Buy |
260
+1
| +0.4% | +$86 | 0.01% | 324 |
|
|
2021
Q4 | $22K | Buy |
259
+2
| +0.8% | +$174 | 0.01% | 305 |
|
|
2021
Q3 | $21K | Hold |
257
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $21K | Buy |
257
+2
| +0.8% | +$161 | 0.01% | 291 |
|
|
2021
Q1 | $19K | Hold |
255
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $17K | Buy |
255
+1
| +0.4% | +$62 | 0.01% | 267 |
|
|
2020
Q3 | $14K | Buy |
254
+2
| +0.8% | +$115 | 0.01% | 242 |
|
|
2020
Q2 | $14K | Buy |
252
+2
| +0.8% | +$107 | 0.01% | 231 |
|
|
2020
Q1 | $12K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $17K | Buy |
+250
| New | +$16.6K | 0.01% | 227 |
|
Other funds holding IYF
PF
PCH
