Congress Wealth Management’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 | $1.82M | Buy |
15,058
+41
| +0.3% | +$4.96K | 0.02% | 573 |
|
|
2025
Q1 | $1.7M | Buy |
15,017
+11,927
| +386% | +$1.35M | 0.02% | 527 |
|
|
2024
Q4 | $342K | Buy |
3,090
+18
| +0.6% | +$1.99K | ﹤0.01% | 735 |
|
|
2024
Q3 | $319K | Hold |
3,072
| – | – | ﹤0.01% | 715 |
|
|
2024
Q2 | $291K | Buy |
3,072
+25
| +0.8% | +$2.36K | ﹤0.01% | 623 |
|
|
2024
Q1 | $291K | Buy |
3,047
+531
| +21% | +$50.8K | 0.01% | 511 |
|
|
2023
Q4 | $215K | Buy |
+2,516
| New | +$215K | ﹤0.01% | 584 |
|
|
2022
Q4 | – | Sell |
-3,434
| Closed | -$231K | – | 569 |
|
|
2022
Q3 | $231K | Sell |
3,434
-150
| -4% | -$10.1K | 0.01% | 505 |
|
|
2022
Q2 | $251K | Hold |
3,584
| – | – | 0.01% | 503 |
|
|
2022
Q1 | $303K | Hold |
3,584
| – | – | 0.01% | 514 |
|
|
2021
Q4 | $310K | Buy |
+3,584
| New | +$310K | 0.01% | 526 |
|