Caldwell Sutter Capital’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 | $77.6K | Hold |
641
| – | – | 0.04% | 307 |
|
|
2025
Q1 | $72.3K | Hold |
641
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $70.9K | Hold |
641
| – | – | 0.03% | 317 |
|
|
2024
Q3 | $66.6K | Hold |
641
| – | – | 0.03% | 325 |
|
|
2024
Q2 | $60.6K | Hold |
641
| – | – | 0.03% | 330 |
|
|
2024
Q1 | $61.3K | Hold |
641
| – | – | 0.03% | 329 |
|
|
2023
Q4 | $54.7K | Hold |
641
| – | – | 0.03% | 323 |
|
|
2023
Q3 | $47.9K | Hold |
641
| – | – | 0.03% | 324 |
|
|
2023
Q2 | $47.8K | Hold |
641
| – | – | 0.03% | 324 |
|
|
2023
Q1 | $45.6K | Hold |
641
| – | – | 0.03% | 248 |
|
|
2022
Q4 | $48.4K | Buy |
+641
| New | +$48.4K | 0.04% | 178 |
|