Chesapeake Wealth 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 | $1.13M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $902K | Buy |
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|
2023
Q2 | $881K | Buy |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $856K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.49M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.45M | Buy |
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