Creative Planning’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 | $1.8M | Sell |
14,840
-502
| -3% | -$60.7K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $1.73M | Buy |
15,342
+33
| +0.2% | +$3.72K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $1.69M | Buy |
15,309
+786
| +5% | +$86.9K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $1.51M | Sell |
14,523
-547
| -4% | -$56.8K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $1.43M | Buy |
15,070
+68
| +0.5% | +$6.43K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $1.43M | Sell |
15,002
-843
| -5% | -$80.6K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $1.35M | Sell |
15,845
-738
| -4% | -$63K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $1.24M | Buy |
16,583
+1,134
| +7% | +$84.8K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $1.15M | Buy |
15,449
+202
| +1% | +$15.1K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $1.08M | Sell |
15,247
-756
| -5% | -$53.8K | ﹤0.01% | 1037 |
|
|
2022
Q4 | $1.21M | Buy |
16,003
+548
| +4% | +$41.4K | ﹤0.01% | 947 |
|
|
2022
Q3 | $1.04M | Sell |
15,455
-46
| -0.3% | -$3.11K | ﹤0.01% | 948 |
|
|
2022
Q2 | $1.09M | Sell |
15,501
-106
| -0.7% | -$7.42K | ﹤0.01% | 934 |
|
|
2022
Q1 | $1.32M | Buy |
15,607
+1,458
| +10% | +$123K | ﹤0.01% | 862 |
|
|
2021
Q4 | $1.23M | Buy |
14,149
+947
| +7% | +$82.1K | ﹤0.01% | 863 |
|
|
2021
Q3 | $1.09M | Sell |
13,202
-521
| -4% | -$43K | ﹤0.01% | 904 |
|
|
2021
Q2 | $1.11M | Sell |
13,723
-2,636
| -16% | -$214K | ﹤0.01% | 891 |
|
|
2021
Q1 | $1.23M | Buy |
16,359
+5,852
| +56% | +$438K | ﹤0.01% | 919 |
|
|
2020
Q4 | $702K | Sell |
10,507
-225
| -2% | -$15K | ﹤0.01% | 1114 |
|
|
2020
Q3 | $609K | Buy |
10,732
+1,188
| +12% | +$67.4K | ﹤0.01% | 1017 |
|
|
2020
Q2 | $526K | Buy |
9,544
+2,378
| +33% | +$131K | ﹤0.01% | 997 |
|
|
2020
Q1 | $349K | Sell |
7,166
-360
| -5% | -$17.5K | ﹤0.01% | 1105 |
|
|
2019
Q4 | $518K | Buy |
7,526
+710
| +10% | +$48.9K | ﹤0.01% | 1082 |
|
|
2019
Q3 | $439K | Sell |
6,816
-536
| -7% | -$34.5K | ﹤0.01% | 1133 |
|
|
2019
Q2 | $462K | Sell |
7,352
-6,936
| -49% | -$436K | ﹤0.01% | 1119 |
|
|
2019
Q1 | $844K | Sell |
14,288
-5,144
| -26% | -$304K | ﹤0.01% | 791 |
|
|
2018
Q4 | $1.03M | Sell |
19,432
-100
| -0.5% | -$5.32K | ﹤0.01% | 646 |
|
|
2018
Q3 | $1.19M | Sell |
19,532
-44
| -0.2% | -$2.67K | ﹤0.01% | 688 |
|
|
2018
Q2 | $1.15M | Sell |
19,576
-144
| -0.7% | -$8.44K | ﹤0.01% | 675 |
|
|
2018
Q1 | $1.16M | Buy |
19,720
+66
| +0.3% | +$3.89K | ﹤0.01% | 654 |
|
|
2017
Q4 | $1.17M | Buy |
19,654
+7,912
| +67% | +$473K | 0.01% | 638 |
|
|
2017
Q3 | $658K | Buy |
11,742
+676
| +6% | +$37.9K | ﹤0.01% | 904 |
|
|
2017
Q2 | $595K | Buy |
11,066
+2,756
| +33% | +$148K | ﹤0.01% | 929 |
|
|
2017
Q1 | $432K | Buy |
8,310
+946
| +13% | +$49.2K | ﹤0.01% | 1058 |
|
|
2016
Q4 | $374K | Sell |
7,364
-414
| -5% | -$21K | ﹤0.01% | 1064 |
|
|
2016
Q3 | $350K | Buy |
7,778
+626
| +9% | +$28.2K | ﹤0.01% | 1087 |
|
|
2016
Q2 | $307K | Hold |
7,152
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q1 | $303K | Sell |
7,152
-348
| -5% | -$14.7K | ﹤0.01% | 992 |
|
|
2015
Q4 | $331K | Sell |
7,500
-700
| -9% | -$30.9K | ﹤0.01% | 938 |
|
|
2015
Q3 | $345K | Buy |
+8,200
| New | +$345K | ﹤0.01% | 896 |
|
|
2015
Q2 | – | Sell |
-15,440
| Closed | -$687K | – | 1973 |
|
|
2015
Q1 | $687K | Buy |
15,440
+578
| +4% | +$25.7K | 0.01% | 606 |
|
|
2014
Q4 | $670K | Buy |
14,862
+13,014
| +704% | +$587K | 0.01% | 579 |
|
|
2014
Q3 | $77K | Sell |
1,848
-62
| -3% | -$2.58K | ﹤0.01% | 1633 |
|
|
2014
Q2 | $79K | Sell |
1,910
-2,480
| -56% | -$103K | ﹤0.01% | 1563 |
|
|
2014
Q1 | $179K | Buy |
4,390
+2,098
| +92% | +$85.5K | ﹤0.01% | 1053 |
|
|
2013
Q4 | $92K | Sell |
2,292
-838
| -27% | -$33.6K | ﹤0.01% | 1239 |
|
|
2013
Q3 | $115K | Buy |
3,130
+1,230
| +65% | +$45.2K | ﹤0.01% | 1037 |
|
|
2013
Q2 | $68K | Buy |
+1,900
| New | +$68K | ﹤0.01% | 1205 |
|