Bogart Wealth LLC’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 | $50.3K | Hold |
416
| – | – | ﹤0.01% | 445 |
|
|
2025
Q1 | $46.9K | Hold |
416
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $46K | Hold |
416
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $43.2K | Buy |
416
+106
| +34% | +$11K | ﹤0.01% | 438 |
|
|
2024
Q2 | $29.3K | Hold |
310
| – | – | ﹤0.01% | 480 |
|
|
2024
Q1 | $29.7K | Hold |
310
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $26.5K | Hold |
310
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $23.2K | Hold |
310
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $23.1K | Hold |
310
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $22.1K | Hold |
310
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $23.4K | Buy |
+310
| New | +$23.4K | ﹤0.01% | 410 |
|