Bigelow Investment 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
Q2 | $694K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $649K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $557K | Hold |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $697K | Hold |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $674K | Hold |
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|
2022
Q1 | $814K | Hold |
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|
2021
Q4 | $835K | Hold |
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|
2021
Q3 | $795K | Hold |
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|
2021
Q2 | $781K | Hold |
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|
2021
Q1 | $721K | Hold |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $541K | Sell |
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|
2020
Q2 | $544K | Buy |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $818K | Hold |
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|
2019
Q3 | $764K | Buy |
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|
2019
Q2 | $730K | Sell |
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|
2019
Q1 | $732K | Sell |
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|
2018
Q4 | $684K | Sell |
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|
2018
Q3 | $945K | Sell |
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|
2018
Q2 | $1.08M | Hold |
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|
2018
Q1 | $1.08M | Hold |
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|
2017
Q4 | $1.1M | Buy |
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