Centaurus Financial’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 | $393K | Buy |
3,245
+2,334
| +256% | +$283K | 0.02% | 543 |
|
|
2025
Q1 | $103K | Hold |
911
| – | – | 0.01% | 869 |
|
|
2024
Q4 | $101K | Buy |
+911
| New | +$101K | 0.01% | 854 |
|
|
2024
Q3 | – | Sell |
-15,873
| Closed | -$1.5M | – | 856 |
|
|
2024
Q2 | $1.5M | Buy |
+15,873
| New | +$1.5M | 0.1% | 186 |
|
|
2023
Q2 | – | Sell |
-3,679
| Closed | -$262K | – | 843 |
|
|
2023
Q1 | $262K | Buy |
+3,679
| New | +$262K | 0.02% | 590 |
|
|
2022
Q1 | – | Sell |
-5,548
| Closed | -$481K | – | 935 |
|
|
2021
Q4 | $481K | Sell |
5,548
-4,987
| -47% | -$432K | 0.04% | 438 |
|
|
2021
Q3 | $870K | Buy |
10,535
+68
| +0.6% | +$5.62K | 0.07% | 293 |
|
|
2021
Q2 | $848K | Buy |
10,467
+7,672
| +274% | +$622K | 0.07% | 310 |
|
|
2021
Q1 | $209K | Buy |
2,795
+447
| +19% | +$33.4K | 0.02% | 590 |
|
|
2020
Q4 | $157K | Buy |
2,348
+342
| +17% | +$22.9K | 0.02% | 612 |
|
|
2020
Q3 | $114K | Buy |
2,006
+104
| +5% | +$5.91K | 0.02% | 590 |
|
|
2020
Q2 | $105K | Buy |
+1,902
| New | +$105K | 0.02% | 583 |
|
|
2020
Q1 | – | Sell |
-3,092
| Closed | -$213K | – | 581 |
|
|
2019
Q4 | $213K | Buy |
+3,092
| New | +$213K | 0.03% | 437 |
|
|
2019
Q1 | – | Sell |
-266
| Closed | -$1 | – | 564 |
|
|
2018
Q4 | $1 | Buy |
266
+264
| +13,200% | +$1 | 0.01% | 446 |
|
|
2018
Q3 | $150 | Sell |
2
-2,766
| -100% | -$207K | 0.03% | 432 |
|
|
2018
Q2 | $162K | Sell |
2,768
-7,522
| -73% | -$440K | 0.02% | 568 |
|
|
2018
Q1 | $606K | Buy |
+10,290
| New | +$606K | 0.14% | 172 |
|