Avantax Advisory Services’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
Q2 | $736K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $577K | Buy |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $520K | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $477K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $450K | Sell |
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|
2018
Q4 | $420K | Buy |
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