Cadent Capital Advisors’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 | $2.35M | Buy |
+19,438
| New | +$2.35M | 0.76% | 34 |
|
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$270K | – | 122 |
|
|
2022
Q3 | $270K | Hold |
4,000
| – | – | 0.15% | 80 |
|
|
2022
Q2 | $280K | Sell |
4,000
-3,800
| -49% | -$266K | 0.16% | 77 |
|
|
2022
Q1 | $659K | Buy |
7,800
+160
| +2% | +$13.5K | 0.3% | 54 |
|
|
2021
Q4 | $662K | Hold |
7,640
| – | – | 0.29% | 55 |
|
|
2021
Q3 | $631K | Sell |
7,640
-450
| -6% | -$37.2K | 0.28% | 55 |
|
|
2021
Q2 | $656K | Sell |
8,090
-240
| -3% | -$19.5K | 0.27% | 57 |
|
|
2021
Q1 | $624K | Sell |
8,330
-1,000
| -11% | -$74.9K | 0.28% | 54 |
|
|
2020
Q4 | $623K | Buy |
+9,330
| New | +$623K | 0.31% | 53 |
|