Chicago Partners Investment Group’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 | $851K | Buy |
|
|||||
|
2025
Q2 | $852K | Buy |
|
|||||
|
2025
Q1 | $771K | Buy |
|
|||||
|
2024
Q4 | $764K | Buy |
|
|||||
|
2024
Q3 | $738K | Buy |
|
|||||
|
2024
Q2 | $691K | Buy |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $593K | Buy |
|
|||||
|
2023
Q3 | $489K | Buy |
|
|||||
|
2023
Q2 | $530K | Buy |
|
|||||
|
2023
Q1 | $493K | Buy |
|
|||||
|
2022
Q4 | $551K | Buy |
|
|||||
|
2022
Q3 | $492K | Buy |
|
|||||
|
2022
Q2 | $483K | Sell |
|
|||||
|
2022
Q1 | $483K | Buy |
|
|||||
|
2021
Q4 | $466K | Buy |
|
|||||
|
2021
Q3 | $454K | Buy |
|
|||||
|
2021
Q2 | $418K | Buy |
|
|||||
|
2021
Q1 | $402K | Buy |
|
|||||
|
2020
Q4 | $319K | Buy |
|
|||||
|
2020
Q3 | $264K | Buy |
|
|||||
|
2020
Q2 | $257K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $107K | Sell |
|
|||||
|
2018
Q2 | $162K | Buy |
|
|||||
|
2018
Q1 | $157K | Buy |
|
|||||
|
2017
Q4 | $53K | Buy |
|