Corient Private Wealth’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 | $3.59M | Buy |
29,722
+21,288
| +252% | +$2.57M | ﹤0.01% | 871 |
|
|
2025
Q1 | $952K | Sell |
8,434
-9,535
| -53% | -$1.08M | ﹤0.01% | 1296 |
|
|
2024
Q4 | $1.44M | Sell |
17,969
-2,313
| -11% | -$185K | ﹤0.01% | 1139 |
|
|
2024
Q3 | $2.11M | Buy |
20,282
+886
| +5% | +$92.1K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $1.84M | Sell |
19,396
-796
| -4% | -$75.4K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $1.93M | Buy |
20,192
+1,432
| +8% | +$137K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $1.6M | Buy |
18,760
+2,219
| +13% | +$190K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $1.24M | Buy |
16,541
+3,426
| +26% | +$256K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $979K | Sell |
13,115
-1,617
| -11% | -$121K | ﹤0.01% | 1156 |
|
|
2023
Q1 | $1.05M | Buy |
14,732
+3,196
| +28% | +$227K | ﹤0.01% | 1061 |
|
|
2022
Q4 | $871K | Buy |
+11,536
| New | +$871K | ﹤0.01% | 954 |
|