Benjamin F. Edwards & Company’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 | $26K | Hold |
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|
2024
Q1 | $27K | Hold |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $21K | Hold |
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|
2023
Q2 | $21K | Buy |
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|
2023
Q1 | $14K | Hold |
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q3 | $2.85M | Sell |
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|
2018
Q2 | $2.77M | Buy |
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|
2018
Q1 | $2.69M | Sell |
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|
2017
Q4 | $9.96M | Sell |
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|
2017
Q3 | $9.6M | Sell |
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|
2017
Q2 | $13.8M | Sell |
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|
2017
Q1 | $13.5M | Buy |
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|
2016
Q4 | $4.48M | Sell |
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|
2016
Q3 | $5.04M | Buy |
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|
2016
Q2 | $3.96M | Sell |
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|
2016
Q1 | $4.06M | Buy |
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|
2015
Q4 | $4.11M | Sell |
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|
2015
Q3 | $5.71M | Sell |
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|
2015
Q2 | $6.4M | Buy |
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|
2015
Q1 | $6.03M | Sell |
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|
2014
Q4 | $6.4M | Sell |
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|
2014
Q3 | $6.43M | Buy |
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|
2014
Q2 | $4.51M | Sell |
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|
2014
Q1 | $5.24M | Buy |
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|
2013
Q4 | $4.79M | Sell |
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|
2013
Q3 | $5.58M | Buy |
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|
2013
Q2 | $4.96M | Buy |
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