Commonwealth Financial Services’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 | $539K | Buy |
4,453
+2
| +0% | +$242 | 0.1% | 109 |
|
|
2025
Q1 | $502K | Buy |
4,451
+2
| +0% | +$226 | 0.1% | 110 |
|
|
2024
Q4 | $492K | Buy |
4,449
+2
| +0% | +$221 | 0.1% | 104 |
|
|
2024
Q3 | $459K | Buy |
4,447
+2
| +0% | +$206 | 0.09% | 109 |
|
|
2024
Q2 | $423K | Sell |
4,445
-202
| -4% | -$19.2K | 0.09% | 108 |
|
|
2024
Q1 | $397K | Hold |
4,647
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $397K | Sell |
4,647
-2,600
| -36% | -$222K | 0.09% | 109 |
|
|
2023
Q3 | $542K | Buy |
+7,247
| New | +$542K | 0.16% | 92 |
|
|
2017
Q1 | $446K | Sell |
8,654
-64,730
| -88% | -$3.34M | 0.49% | 21 |
|
|
2016
Q4 | $3.72M | Buy |
73,384
+7,756
| +12% | +$394K | 3.67% | 5 |
|
|
2016
Q3 | $2.95M | Buy |
65,628
+59,704
| +1,008% | +$2.69M | 2.78% | 11 |
|
|
2016
Q2 | $255K | Buy |
5,924
+5,756
| +3,426% | +$248K | 0.3% | 41 |
|
|
2016
Q1 | $7K | Hold |
168
| – | – | 0.01% | 169 |
|
|
2015
Q4 | $7K | Hold |
168
| – | – | 0.02% | 171 |
|
|
2015
Q3 | $7K | Sell |
168
-16,334
| -99% | -$681K | 0.01% | 174 |
|
|
2015
Q2 | $740K | Buy |
+16,502
| New | +$740K | 0.8% | 8 |
|
|
2015
Q1 | – | Sell |
-46,174
| Closed | -$2.08M | – | 253 |
|
|
2014
Q4 | $2.08M | Buy |
+46,174
| New | +$2.08M | 1.87% | 9 |
|