Colony Family Offices’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 | $3.11M | Hold |
25,681
| – | – | 0.8% | 21 |
|
|
2025
Q1 | $2.9M | Sell |
25,681
-1,930
| -7% | -$218K | 0.9% | 20 |
|
|
2024
Q4 | $3.05M | Hold |
27,611
| – | – | 0.96% | 20 |
|
|
2024
Q3 | $2.87M | Sell |
27,611
-4,980
| -15% | -$517K | 0.89% | 20 |
|
|
2024
Q2 | $3.08M | Hold |
32,591
| – | – | 0.99% | 18 |
|
|
2024
Q1 | $3.12M | Hold |
32,591
| – | – | 1.01% | 15 |
|
|
2023
Q4 | $2.78M | Buy |
+32,591
| New | +$2.78M | 0.96% | 16 |
|