Brinker Capital Investments’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 | $491K | Buy |
+4,059
| New | +$491K | ﹤0.01% | 1513 |
|
|
2014
Q3 | – | Sell |
-156,000
| Closed | -$6.49M | – | 399 |
|
|
2014
Q2 | $6.49M | Hold |
156,000
| – | – | 0.24% | 85 |
|
|
2014
Q1 | $6.38M | Buy |
156,000
+60,000
| +63% | +$2.45M | 0.25% | 84 |
|
|
2013
Q4 | $3.85M | Sell |
96,000
-44,000
| -31% | -$1.76M | 0.15% | 118 |
|
|
2013
Q3 | $5.13M | Hold |
140,000
| – | – | 0.21% | 106 |
|
|
2013
Q2 | $5.01M | Buy |
+140,000
| New | +$5.01M | 0.21% | 100 |
|