Capital Analysts LLC’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 | $19K | Hold |
156
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $18K | Hold |
156
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q4 | $17K | Hold |
156
| – | – | ﹤0.01% | 970 |
|
|
2024
Q3 | $16K | Hold |
156
| – | – | ﹤0.01% | 941 |
|
|
2024
Q2 | $15K | Hold |
156
| – | – | ﹤0.01% | 900 |
|
|
2024
Q1 | $15K | Hold |
156
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $13K | Hold |
156
| – | – | ﹤0.01% | 865 |
|
|
2023
Q3 | $12K | Hold |
156
| – | – | ﹤0.01% | 856 |
|
|
2023
Q2 | $12K | Hold |
156
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $11K | Hold |
156
| – | – | ﹤0.01% | 797 |
|
|
2022
Q4 | $12K | Sell |
156
-245
| -61% | -$18.8K | ﹤0.01% | 828 |
|
|
2022
Q3 | $27K | Hold |
401
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $28K | Hold |
401
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $34K | Buy |
401
+245
| +157% | +$20.8K | ﹤0.01% | 605 |
|
|
2021
Q4 | $14K | Hold |
156
| – | – | ﹤0.01% | 767 |
|
|
2021
Q3 | $13K | Hold |
156
| – | – | ﹤0.01% | 761 |
|
|
2021
Q2 | $13K | Hold |
156
| – | – | ﹤0.01% | 713 |
|
|
2021
Q1 | $12K | Hold |
156
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $9K | Hold |
156
| – | – | ﹤0.01% | 596 |
|
|
2020
Q2 | $9K | Hold |
156
| – | – | ﹤0.01% | 554 |
|
|
2020
Q1 | $8K | Hold |
156
| – | – | ﹤0.01% | 540 |
|
|
2019
Q4 | $11K | Hold |
156
| – | – | ﹤0.01% | 540 |
|
|
2019
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $10K | Hold |
156
| – | – | ﹤0.01% | 530 |
|
|
2019
Q1 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 517 |
|