Aveo Capital Partners’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 |
-12,023
| Closed | -$1.33M | – | 261 |
|
|
2024
Q4 | $1.33M | Buy |
+12,023
| New | +$1.33M | 0.15% | 109 |
|
|
2020
Q1 | – | Sell |
-3,166
| Closed | -$218K | – | 177 |
|
|
2019
Q4 | $218K | Sell |
3,166
-162
| -5% | -$11.2K | 0.09% | 170 |
|
|
2019
Q3 | $221K | Sell |
3,328
-3,190
| -49% | -$212K | 0.09% | 166 |
|
|
2019
Q2 | $422K | Sell |
6,518
-2,410
| -27% | -$156K | 0.18% | 108 |
|
|
2019
Q1 | $527K | Sell |
8,928
-9,214
| -51% | -$544K | 0.24% | 87 |
|
|
2018
Q4 | $965K | Sell |
18,142
-9,272
| -34% | -$493K | 0.48% | 45 |
|
|
2018
Q3 | $1.57M | Buy |
27,414
+2,810
| +11% | +$161K | 0.7% | 34 |
|
|
2018
Q2 | $1.44M | Buy |
24,604
+806
| +3% | +$47.2K | 0.64% | 40 |
|
|
2018
Q1 | $1.4M | Buy |
23,798
+2,362
| +11% | +$139K | 0.59% | 39 |
|
|
2017
Q4 | $1.28M | Buy |
21,436
+2,774
| +15% | +$166K | 0.43% | 38 |
|
|
2017
Q3 | $1.05M | Sell |
18,662
-8,014
| -30% | -$449K | 0.36% | 43 |
|
|
2017
Q2 | $1.43M | Sell |
26,676
-4,554
| -15% | -$245K | 0.51% | 33 |
|
|
2017
Q1 | $1.63M | Sell |
31,230
-20,706
| -40% | -$1.08M | 0.6% | 26 |
|
|
2016
Q4 | $2.64M | Buy |
+51,936
| New | +$2.64M | 0.75% | 19 |
|