Concord Wealth Partners’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 | $5.5K | Hold |
45
| – | – | ﹤0.01% | 619 |
|
|
2025
Q1 | $5.12K | Hold |
45
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 603 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$512 | – | 881 |
|
|
2023
Q4 | $512 | Hold |
6
| – | – | ﹤0.01% | 776 |
|
|
2023
Q3 | $449 | Hold |
6
| – | – | ﹤0.01% | 987 |
|
|
2023
Q2 | $448 | Buy |
+6
| New | +$448 | ﹤0.01% | 995 |
|