Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
8,866
-45
| -0.5% | -$5.58K | ﹤0.01% | 1249 |
|
|
2025
Q4 | $1.15M | Buy |
8,911
+305
| +4% | +$38.2K | ﹤0.01% | 1210 |
|
|
2025
Q3 | $1.09M | Hold |
8,606
| – | – | ﹤0.01% | 1233 |
|
|
2025
Q2 | $1.04M | Sell |
8,606
-184
| -2% | -$20.7K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $992K | Buy |
8,790
+214
| +2% | +$24.5K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $948K | Hold |
8,576
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q3 | $891K | Buy |
8,576
+12
| +0.1% | +$1.2K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $810K | Buy |
8,564
+5,222
| +156% | +$489K | ﹤0.01% | 1248 |
|
|
2024
Q1 | $320K | Hold |
3,342
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q4 | $285K | Buy |
+3,342
| New | +$261K | ﹤0.01% | 1535 |
|
|
2023
Q2 | – | Sell |
-4,413
| Closed | -$314K | – | 1725 |
|
|
2023
Q1 | $314K | Sell |
4,413
-22,581
| -84% | -$1.74M | ﹤0.01% | 1480 |
|
|
2022
Q4 | $2.04M | Buy |
26,994
+164
| +0.6% | +$12.3K | 0.01% | 871 |
|
|
2022
Q3 | $1.81M | Sell |
26,830
-18,466
| -41% | -$1.36M | 0.01% | 862 |
|
|
2022
Q2 | $3.17M | Buy |
45,296
+16,298
| +56% | +$1.24M | 0.01% | 694 |
|
|
2022
Q1 | $2.45M | Buy |
28,998
+834
| +3% | +$71.8K | 0.01% | 822 |
|
|
2021
Q4 | $2.44M | Sell |
28,164
-174
| -0.6% | -$15.2K | 0.01% | 855 |
|
|
2021
Q3 | $2.34M | Buy |
28,338
+519
| +2% | +$43.1K | 0.01% | 889 |
|
|
2021
Q2 | $2.25M | Buy |
27,819
+2,698
| +11% | +$217K | 0.01% | 866 |
|
|
2021
Q1 | $1.88M | Buy |
+25,121
| New | +$1.79M | 0.01% | 907 |
|
|
2018
Q4 | – | Sell |
-5,498
| Closed | -$334K | – | 1317 |
|
|
2018
Q3 | $334K | Buy |
5,498
+1,548
| +39% | +$94.8K | ﹤0.01% | 1149 |
|
|
2018
Q2 | $231K | Buy |
+3,950
| New | +$235K | ﹤0.01% | 1214 |
|
Other funds holding IYF
PF
PCH
