Colony 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
2023
Q2
Sell
2023
Q1
$6.47M Sell
2022
Q4
$7.27M Buy
2022
Q3
Sell
2022
Q2
$7.16M Buy
2020
Q2
Sell
2020
Q1
$301K Hold
2019
Q4
$427K Hold
2019
Q3
$399K Sell
2019
Q2
$389K Hold
2019
Q1
$366K Buy
2016
Q1
Sell
2015
Q4
$44K Buy