Avantax Advisory Services’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 | $736K | Sell |
6,085
-151
| -2% | -$18.3K | ﹤0.01% | 1347 |
|
|
2025
Q1 | $704K | Buy |
6,236
+389
| +7% | +$43.9K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $647K | Buy |
5,847
+1,275
| +28% | +$141K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $475K | Sell |
4,572
-9
| -0.2% | -$935 | ﹤0.01% | 1441 |
|
|
2024
Q2 | $433K | Sell |
4,581
-14
| -0.3% | -$1.32K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $439K | Buy |
4,595
+835
| +22% | +$79.9K | ﹤0.01% | 1107 |
|
|
2023
Q4 | $321K | Buy |
3,760
+378
| +11% | +$32.3K | ﹤0.01% | 1198 |
|
|
2023
Q3 | $253K | Sell |
3,382
-642
| -16% | -$48K | ﹤0.01% | 1291 |
|
|
2023
Q2 | $300K | Buy |
4,024
+309
| +8% | +$23.1K | ﹤0.01% | 1187 |
|
|
2023
Q1 | $264K | Sell |
3,715
-909
| -20% | -$64.7K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $349K | Sell |
4,624
-296
| -6% | -$22.3K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $332K | Buy |
4,920
+214
| +5% | +$14.4K | 0.01% | 953 |
|
|
2022
Q2 | $329K | Sell |
4,706
-1,588
| -25% | -$111K | 0.01% | 972 |
|
|
2022
Q1 | $534K | Buy |
6,294
+275
| +5% | +$23.3K | 0.01% | 763 |
|
|
2021
Q4 | $522K | Sell |
6,019
-2,039
| -25% | -$177K | 0.01% | 747 |
|
|
2021
Q3 | $666K | Buy |
8,058
+955
| +13% | +$78.9K | 0.01% | 614 |
|
|
2021
Q2 | $577K | Buy |
7,103
+747
| +12% | +$60.7K | 0.01% | 650 |
|
|
2021
Q1 | $476K | Sell |
6,356
-1,411
| -18% | -$106K | 0.01% | 637 |
|
|
2020
Q4 | $520K | Sell |
7,767
-15,121
| -66% | -$1.01M | 0.01% | 549 |
|
|
2020
Q3 | $1.3M | Buy |
22,888
+14,226
| +164% | +$808K | 0.02% | 462 |
|
|
2020
Q2 | $477K | Sell |
8,662
-472
| -5% | -$26K | 0.01% | 495 |
|
|
2020
Q1 | $445K | Buy |
+9,134
| New | +$445K | 0.01% | 462 |
|
|
2019
Q3 | – | Sell |
-6,950
| Closed | -$436K | – | 584 |
|
|
2019
Q2 | $436K | Sell |
6,950
-676
| -9% | -$42.4K | 0.02% | 317 |
|
|
2019
Q1 | $450K | Sell |
7,626
-262
| -3% | -$15.5K | 0.02% | 287 |
|
|
2018
Q4 | $420K | Buy |
+7,888
| New | +$420K | 0.07% | 246 |
|