Avior Wealth Management’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 | $2.03M | Buy |
16,776
+554
| +3% | +$67K | 0.07% | 184 |
|
|
2025
Q1 | $1.83M | Buy |
16,222
+2,518
| +18% | +$284K | 0.07% | 186 |
|
|
2024
Q4 | $1.52M | Buy |
13,704
+1,589
| +13% | +$176K | 0.06% | 216 |
|
|
2024
Q3 | $1.26M | Buy |
12,115
+1,201
| +11% | +$125K | 0.05% | 241 |
|
|
2024
Q2 | $1.03M | Sell |
10,914
-1,923
| -15% | -$182K | 0.04% | 266 |
|
|
2024
Q1 | $1.23M | Buy |
+12,837
| New | +$1.23M | 0.06% | 244 |
|
|
2022
Q1 | – | Sell |
-196
| Closed | -$16K | – | 1176 |
|
|
2021
Q4 | $16K | Hold |
196
| – | – | ﹤0.01% | 744 |
|
|
2021
Q3 | $16K | Sell |
196
-36
| -16% | -$2.94K | ﹤0.01% | 710 |
|
|
2021
Q2 | $18K | Buy |
+232
| New | +$18K | ﹤0.01% | 660 |
|