Cetera Investment Advisers’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 | $17.1M | Sell |
145,255
-3,949
| -3% | -$490K | 0.02% | 756 |
|
|
2025
Q4 | $19.2M | Sell |
149,204
-11,563
| -7% | -$1.45M | 0.02% | 681 |
|
|
2025
Q3 | $20.4M | Sell |
160,767
-1,282
| -0.8% | -$159K | 0.02% | 641 |
|
|
2025
Q2 | $19.6M | Buy |
162,049
+25,082
| +18% | +$2.83M | 0.03% | 529 |
|
|
2025
Q1 | $15.5M | Sell |
136,967
-30,977
| -18% | -$3.55M | 0.03% | 553 |
|
|
2024
Q4 | $18.6M | Buy |
167,944
+36,549
| +28% | +$4.07M | 0.04% | 456 |
|
|
2024
Q3 | $13.7M | Buy |
131,395
+5,543
| +4% | +$556K | 0.03% | 569 |
|
|
2024
Q2 | $11.9M | Buy |
125,852
+1,470
| +1% | +$138K | 0.03% | 596 |
|
|
2024
Q1 | $11.9M | Buy |
124,382
+113,508
| +1,044% | +$10.1M | 0.03% | 602 |
|
|
2023
Q4 | $929K | Sell |
10,874
-2,069
| -16% | -$161K | 0.01% | 1144 |
|
|
2023
Q3 | $968K | Buy |
12,943
+3,926
| +44% | +$303K | 0.01% | 1062 |
|
|
2023
Q2 | $673K | Sell |
9,017
-3,408
| -27% | -$246K | 0.01% | 1283 |
|
|
2023
Q1 | $884K | Buy |
12,425
+1,392
| +13% | +$107K | 0.01% | 1096 |
|
|
2022
Q4 | $833K | Buy |
11,033
+3,196
| +41% | +$240K | 0.01% | 1079 |
|
|
2022
Q3 | $529K | Sell |
7,837
-3,719
| -32% | -$274K | 0.01% | 965 |
|
|
2022
Q2 | $809K | Sell |
11,556
-6,450
| -36% | -$492K | 0.01% | 876 |
|
|
2022
Q1 | $1.52M | Buy |
18,006
+41
| +0.2% | +$3.53K | 0.02% | 660 |
|
|
2021
Q4 | $1.56M | Sell |
17,965
-2,121
| -11% | -$185K | 0.02% | 638 |
|
|
2021
Q3 | $1.66M | Sell |
20,086
-1,322
| -6% | -$110K | 0.03% | 581 |
|
|
2021
Q2 | $1.74M | Sell |
21,408
-1,102
| -5% | -$88.6K | 0.03% | 564 |
|
|
2021
Q1 | $1.69M | Sell |
22,510
-13,876
| -38% | -$987K | 0.03% | 472 |
|
|
2020
Q4 | $2.43M | Buy |
36,386
+11,520
| +46% | +$711K | 0.05% | 383 |
|
|
2020
Q3 | $1.41M | Buy |
24,866
+2,802
| +13% | +$161K | 0.12% | 203 |
|
|
2020
Q2 | $1.22M | Buy |
+22,064
| New | +$1.18M | 0.11% | 205 |
|
Other funds holding IYF
PF
PCH
