Congress 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 | $1.82M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $310K | Buy |
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