Bogart Wealth LLC’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
Q3 | $52.7K | Hold |
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|
2025
Q2 | $50.3K | Hold |
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2025
Q1 | $46.9K | Hold |
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|
2024
Q4 | $46K | Hold |
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|
2024
Q3 | $43.2K | Buy |
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|
2024
Q2 | $29.3K | Hold |
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|
2024
Q1 | $29.7K | Hold |
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|
2023
Q4 | $26.5K | Hold |
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|
2023
Q3 | $23.2K | Hold |
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|
2023
Q2 | $23.1K | Hold |
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|
2023
Q1 | $22.1K | Hold |
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|
2022
Q4 | $23.4K | Buy |
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