Carnegie Investment Counsel’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 | $508K | Sell |
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|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $325K | Buy |
|