B. Riley Wealth Advisors’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 | $736K | Buy |
+6,083
| New | +$736K | 0.03% | 403 |
|
|
2024
Q4 | $708K | Sell |
6,404
-69
| -1% | -$7.63K | 0.02% | 567 |
|
|
2024
Q3 | $671K | Sell |
6,473
-188
| -3% | -$19.5K | 0.02% | 630 |
|
|
2024
Q2 | $630K | Sell |
6,661
-1,137
| -15% | -$108K | 0.02% | 708 |
|
|
2024
Q1 | $586K | Buy |
7,798
+384
| +5% | +$28.9K | 0.02% | 720 |
|
|
2023
Q4 | $633K | Sell |
7,414
-384
| -5% | -$32.8K | 0.02% | 701 |
|
|
2023
Q3 | $586K | Buy |
7,798
+2
| +0% | +$150 | 0.02% | 720 |
|
|
2023
Q2 | $582K | Sell |
7,796
-419
| -5% | -$31.3K | 0.01% | 784 |
|
|
2023
Q1 | $584K | Sell |
8,215
-10,370
| -56% | -$738K | 0.02% | 741 |
|
|
2022
Q4 | $1.4M | Sell |
18,585
-66
| -0.4% | -$4.98K | 0.04% | 437 |
|
|
2022
Q3 | $1.26M | Buy |
18,651
+2,270
| +14% | +$153K | 0.04% | 432 |
|
|
2022
Q2 | $1.15M | Buy |
16,381
+511
| +3% | +$35.8K | 0.05% | 380 |
|
|
2022
Q1 | $1.34M | Sell |
15,870
-20
| -0.1% | -$1.69K | 0.04% | 392 |
|
|
2021
Q4 | $1.38M | Buy |
15,890
+798
| +5% | +$69.2K | 0.04% | 437 |
|
|
2021
Q3 | $1.25M | Buy |
15,092
+1,511
| +11% | +$125K | 0.04% | 455 |
|
|
2021
Q2 | $1.1M | Buy |
13,581
+546
| +4% | +$44.3K | 0.04% | 484 |
|
|
2021
Q1 | $976K | Buy |
+13,035
| New | +$976K | 0.03% | 490 |
|
|
2018
Q4 | – | Sell |
-4,346
| Closed | -$265K | – | 703 |
|
|
2018
Q3 | $265K | Buy |
+4,346
| New | +$265K | 0.03% | 542 |
|
|
2015
Q1 | – | Sell |
-460
| Closed | -$21 | – | 1280 |
|
|
2014
Q4 | $21 | Buy |
+460
| New | +$21 | ﹤0.01% | 2518 |
|
|
2014
Q3 | – | Sell |
-598
| Closed | -$24.9K | – | 1281 |
|
|
2014
Q2 | $24.9K | Buy |
+598
| New | +$24.9K | 0.01% | 1369 |
|