Clear Creek Financial Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,745
| New | +$211K | 0.02% | 506 |
|
|
2025
Q1 | – | Sell |
-16,333
| Closed | -$1.81M | – | 535 |
|
|
2024
Q4 | $1.81M | Buy |
16,333
+2,504
| +18% | +$277K | 0.2% | 112 |
|
|
2024
Q3 | $1.44M | Buy |
13,829
+434
| +3% | +$45.1K | 0.16% | 122 |
|
|
2024
Q2 | $1.27M | Buy |
13,395
+1,358
| +11% | +$128K | 0.15% | 124 |
|
|
2024
Q1 | $1.15M | Buy |
12,037
+1,507
| +14% | +$144K | 0.15% | 128 |
|
|
2023
Q4 | $899K | Buy |
+10,530
| New | +$899K | 0.14% | 126 |
|
|
2023
Q3 | – | Sell |
-6,681
| Closed | -$498K | – | 335 |
|
|
2023
Q2 | $498K | Buy |
+6,681
| New | +$498K | 0.09% | 176 |
|
|
2023
Q1 | – | Sell |
-2,683
| Closed | -$202K | – | 318 |
|
|
2022
Q4 | $202K | Sell |
2,683
-354
| -12% | -$26.7K | 0.04% | 273 |
|
|
2022
Q3 | $205K | Hold |
3,037
| – | – | 0.05% | 257 |
|
|
2022
Q2 | $213K | Hold |
3,037
| – | – | 0.04% | 269 |
|
|
2022
Q1 | $257K | Sell |
3,037
-1,224
| -29% | -$104K | 0.04% | 279 |
|
|
2021
Q4 | $369K | Sell |
4,261
-504
| -11% | -$43.6K | 0.06% | 220 |
|
|
2021
Q3 | $393K | Buy |
+4,765
| New | +$393K | 0.06% | 208 |
|