Caitlin John’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
Q1 | – | Sell |
-176
| Closed | -$19.5K | – | 466 |
|
|
2024
Q4 | $19.5K | Hold |
176
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $20.3K | Hold |
176
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $16.7K | Hold |
176
| – | – | 0.01% | 364 |
|
|
2024
Q1 | $16.9K | Sell |
176
-21
| -11% | -$2.01K | 0.01% | 373 |
|
|
2023
Q4 | $16.8K | Buy |
+197
| New | +$16.8K | 0.01% | 356 |
|