Clearstead Advisors’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 | $242K | Hold |
2,000
| – | – | ﹤0.01% | 836 |
|
|
2025
Q1 | $226K | Sell |
2,000
-654
| -25% | -$73.8K | ﹤0.01% | 794 |
|
|
2024
Q4 | $293K | Hold |
2,654
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $276K | Hold |
2,654
| – | – | ﹤0.01% | 749 |
|
|
2024
Q2 | $251K | Buy |
2,654
+654
| +33% | +$61.8K | ﹤0.01% | 742 |
|
|
2024
Q1 | $189K | Hold |
2,000
| – | – | 0.01% | 478 |
|
|
2023
Q4 | $171K | Buy |
+2,000
| New | +$171K | 0.01% | 477 |
|