Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $422K | Sell |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $965K | Sell |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.43M | Sell |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $2.63M | Buy |
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