CAPTRUST Financial 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 | $1.72M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $919K | Sell |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $758K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $645K | Hold |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $818K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $172K | Buy |
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