Beam Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $638K | Sell |
|
|||||
|
2023
Q4 | $598K | Sell |
|
|||||
|
2023
Q3 | $681K | Sell |
|
|||||
|
2023
Q2 | $2.41M | Sell |
|
|||||
|
2023
Q1 | $2.52M | Buy |
|
|||||
|
2022
Q4 | $2.61M | Buy |
|
|||||
|
2022
Q3 | $1.97M | Buy |
|
|||||
|
2022
Q2 | $2M | Buy |
|
|||||
|
2022
Q1 | $2.35M | Buy |
|
|||||
|
2021
Q4 | $2.27M | Buy |
|
|||||
|
2021
Q3 | $2.1M | Buy |
|
|||||
|
2021
Q2 | $2.03M | Buy |
|
|||||
|
2021
Q1 | $1.59M | Buy |
|
|||||
|
2020
Q4 | $1.38M | Sell |
|
|||||
|
2020
Q3 | $1.4M | Buy |
|
|||||
|
2020
Q2 | $1.37M | Buy |
|
|||||
|
2020
Q1 | $952K | Buy |
|