BIA
Bigelow Investment Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
5,737
-293
| -5% | -$35.5K | 0.31% | 85 |
|
|
2025
Q1 | $680K | Sell |
6,030
-100
| -2% | -$11.3K | 0.32% | 84 |
|
|
2024
Q4 | $678K | Hold |
6,130
| – | – | 0.32% | 88 |
|
|
2024
Q3 | $637K | Sell |
6,130
-600
| -9% | -$62.3K | 0.28% | 100 |
|
|
2024
Q2 | $636K | Sell |
6,730
-60
| -0.9% | -$5.67K | 0.3% | 90 |
|
|
2024
Q1 | $649K | Sell |
6,790
-570
| -8% | -$54.5K | 0.32% | 89 |
|
|
2023
Q4 | $629K | Sell |
7,360
-100
| -1% | -$8.54K | 0.34% | 84 |
|
|
2023
Q3 | $558K | Hold |
7,460
| – | – | 0.32% | 85 |
|
|
2023
Q2 | $557K | Hold |
7,460
| – | – | 0.3% | 89 |
|
|
2023
Q1 | $531K | Sell |
7,460
-1,770
| -19% | -$126K | 0.31% | 92 |
|
|
2022
Q4 | $697K | Hold |
9,230
| – | – | 0.4% | 77 |
|
|
2022
Q3 | $623K | Sell |
9,230
-400
| -4% | -$27K | 0.37% | 74 |
|
|
2022
Q2 | $674K | Hold |
9,630
| – | – | 0.37% | 73 |
|
|
2022
Q1 | $814K | Hold |
9,630
| – | – | 0.38% | 69 |
|
|
2021
Q4 | $835K | Hold |
9,630
| – | – | 0.38% | 70 |
|
|
2021
Q3 | $795K | Hold |
9,630
| – | – | 0.39% | 67 |
|
|
2021
Q2 | $781K | Hold |
9,630
| – | – | 0.38% | 71 |
|
|
2021
Q1 | $721K | Hold |
9,630
| – | – | 0.37% | 73 |
|
|
2020
Q4 | $643K | Buy |
9,630
+4,860
| +102% | +$325K | 0.34% | 77 |
|
|
2020
Q3 | $541K | Sell |
4,770
-165
| -3% | -$18.7K | 0.32% | 82 |
|
|
2020
Q2 | $544K | Buy |
4,935
+90
| +2% | +$9.92K | 0.35% | 76 |
|
|
2020
Q1 | $471K | Sell |
4,845
-1,090
| -18% | -$106K | 0.35% | 78 |
|
|
2019
Q4 | $818K | Hold |
5,935
| – | – | 0.48% | 60 |
|
|
2019
Q3 | $764K | Buy |
5,935
+120
| +2% | +$15.4K | 0.49% | 64 |
|
|
2019
Q2 | $730K | Sell |
5,815
-380
| -6% | -$47.7K | 0.49% | 62 |
|
|
2019
Q1 | $732K | Sell |
6,195
-240
| -4% | -$28.4K | 0.51% | 62 |
|
|
2018
Q4 | $684K | Sell |
6,435
-1,345
| -17% | -$143K | 0.51% | 56 |
|
|
2018
Q3 | $945K | Sell |
7,780
-1,430
| -16% | -$174K | 0.64% | 46 |
|
|
2018
Q2 | $1.08M | Hold |
9,210
| – | – | 0.74% | 38 |
|
|
2018
Q1 | $1.09M | Hold |
9,210
| – | – | 0.74% | 35 |
|
|
2017
Q4 | $1.1M | Buy |
+9,210
| New | +$1.1M | 1.1% | 19 |
|