CWM
Compass Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$113K | – | 281 |
|
|
2025
Q1 | $113K | Hold |
1,000
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $111K | Hold |
1,000
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $104K | Hold |
1,000
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $94.6K | Hold |
1,000
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $95.7K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2023
Q4 | $85.4K | Hold |
1,000
| – | – | 0.02% | 201 |
|
|
2023
Q3 | $74.8K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $74.6K | Sell |
1,000
-150
| -13% | -$11.2K | 0.02% | 207 |
|
|
2023
Q1 | $81.8K | Hold |
1,150
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $86.8K | Buy |
+1,150
| New | +$86.8K | 0.03% | 193 |
|