CIBC Private Wealth Group’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
2,326
+97
| +4% | +$11.7K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $221K | Buy |
2,229
+1
| +0% | +$99 | ﹤0.01% | 1041 |
|
|
2024
Q4 | $248K | Buy |
2,228
+1,320
| +145% | +$147K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $94.3K | Hold |
908
| – | – | ﹤0.01% | 1509 |
|
|
2024
Q2 | $86.3K | Hold |
908
| – | – | ﹤0.01% | 1455 |
|
|
2024
Q1 | $86.3K | Buy |
+908
| New | +$86.3K | ﹤0.01% | 1456 |
|