Capital Investment Advisors’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
Q3 | $451K | Buy |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $223K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $235K | Sell |
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|
2014
Q2 | $241K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $259K | Buy |
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