Capital Advisory Group Advisory Services’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $395K | Sell |
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|
2021
Q4 | $438K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $375K | Hold |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $417K | Hold |
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|
2018
Q2 | $402K | Buy |
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|
2018
Q1 | $381K | Buy |
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