Compass Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $94.6K | Hold |
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|
2024
Q1 | $95.7K | Hold |
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|
2023
Q4 | $85.4K | Hold |
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|
2023
Q3 | $74.8K | Hold |
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|
2023
Q2 | $74.6K | Sell |
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|
2023
Q1 | $81.8K | Hold |
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|
2022
Q4 | $86.8K | Buy |
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