Charter Oak Capital Management’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
Q3 | $417K | Sell |
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|
2025
Q2 | $407K | Sell |
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2025
Q1 | $423K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $946K | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $703K | Sell |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $544K | Buy |
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