Avior 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
Q4 | $2.52M | Buy |
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|
2025
Q3 | $2.28M | Buy |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $18K | Buy |
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