CFM Wealth Partners’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
Q2 | $499K | Hold |
|
|||||
|
2025
Q1 | $465K | Hold |
|
|||||
|
2024
Q4 | $456K | Hold |
|
|||||
|
2024
Q3 | $428K | Hold |
|
|||||
|
2024
Q2 | $390K | Hold |
|
|||||
|
2024
Q1 | $394K | Hold |
|
|||||
|
2023
Q4 | $352K | Hold |
|
|||||
|
2023
Q3 | $308K | Hold |
|
|||||
|
2023
Q2 | $308K | Hold |
|
|||||
|
2023
Q1 | $293K | Hold |
|
|||||
|
2022
Q4 | $311K | Hold |
|
|||||
|
2022
Q3 | $278K | Hold |
|
|||||
|
2022
Q2 | $288K | Hold |
|
|||||
|
2022
Q1 | $348K | Hold |
|
|||||
|
2021
Q4 | $361K | Hold |
|
|||||
|
2021
Q3 | $340K | Hold |
|
|||||
|
2021
Q2 | $334K | Hold |
|
|||||
|
2021
Q1 | $309K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $39K | Buy |
|