Bear Mountain Capital’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 | $147K | Hold |
1,200
| – | – | 0.05% | 41 |
|
|
2025
Q1 | $133K | Hold |
1,200
| – | – | 0.05% | 43 |
|
|
2024
Q4 | $140K | Hold |
1,200
| – | – | 0.05% | 41 |
|
|
2024
Q3 | $130K | Hold |
1,200
| – | – | 0.05% | 46 |
|
|
2024
Q2 | $118K | Sell |
1,200
-1,497
| -56% | -$147K | 0.05% | 47 |
|
|
2024
Q1 | $241K | Hold |
2,697
| – | – | 0.1% | 41 |
|
|
2023
Q4 | $227K | Buy |
+2,697
| New | +$227K | 0.1% | 41 |
|