Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.5K | Hold |
310
| – | – | ﹤0.01% | 346 |
|
|
2025
Q4 | $40K | Hold |
310
| – | – | ﹤0.01% | 322 |
|
|
2025
Q3 | $39.3K | Hold |
310
| – | – | ﹤0.01% | 334 |
|
|
2025
Q2 | $37.5K | Hold |
310
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $35K | Hold |
310
| – | – | ﹤0.01% | 326 |
|
|
2024
Q4 | $34.3K | Hold |
310
| – | – | ﹤0.01% | 302 |
|
|
2024
Q3 | $32.2K | Hold |
310
| – | – | ﹤0.01% | 294 |
|
|
2024
Q2 | $29.3K | Hold |
310
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $29.7K | Hold |
310
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $26.5K | Hold |
310
| – | – | ﹤0.01% | 288 |
|
|
2023
Q3 | $23.2K | Hold |
310
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $23.1K | Hold |
310
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $22.1K | Hold |
310
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $23.4K | Hold |
310
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $21K | Hold |
310
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $22K | Hold |
310
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $26K | Hold |
310
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $27K | Hold |
310
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $26K | Hold |
310
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $25K | Hold |
310
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $23K | Hold |
310
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $21K | Hold |
310
| – | – | 0.01% | 277 |
|
|
2020
Q3 | $18K | Hold |
310
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $17K | Hold |
310
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $15K | Hold |
310
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $21K | Buy |
+310
| New | +$20.6K | 0.01% | 257 |
|
Other funds holding IYF
PF
PCH
