Beacon Pointe Advisors’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
Q3 | $658K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $537K | Hold |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $291K | Buy |
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