Central Valley Advisors’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 | $528K | Sell |
4,360
-40
| -0.9% | -$4.84K | 0.18% | 85 |
|
|
2025
Q1 | $497K | Sell |
4,400
-1,974
| -31% | -$223K | 0.19% | 81 |
|
|
2024
Q4 | $705K | Sell |
6,374
-993
| -13% | -$110K | 0.32% | 64 |
|
|
2024
Q3 | $765K | Buy |
7,367
+985
| +15% | +$102K | 0.43% | 54 |
|
|
2024
Q2 | $265K | Sell |
6,382
-545
| -8% | -$22.6K | 0.11% | 103 |
|
|
2024
Q1 | $663K | Sell |
6,927
-4,348
| -39% | -$416K | 0.34% | 65 |
|
|
2023
Q4 | $963K | Buy |
+11,275
| New | +$963K | 0.57% | 55 |
|