CreativeOne 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 | $467K | Sell |
3,859
-2,104
| -35% | -$255K | 0.01% | 768 |
|
|
2025
Q1 | $673K | Buy |
5,963
+101
| +2% | +$11.4K | 0.02% | 601 |
|
|
2024
Q4 | $648K | Buy |
5,862
+599
| +11% | +$66.2K | 0.02% | 617 |
|
|
2024
Q3 | $547K | Buy |
5,263
+2,610
| +98% | +$271K | 0.02% | 601 |
|
|
2024
Q2 | $251K | Sell |
2,653
-1,687
| -39% | -$160K | 0.01% | 662 |
|
|
2024
Q1 | $415K | Buy |
+4,340
| New | +$415K | 0.02% | 627 |
|
|
2022
Q1 | – | Sell |
-4,539
| Closed | -$393K | – | 773 |
|
|
2021
Q4 | $393K | Sell |
4,539
-543
| -11% | -$47K | 0.02% | 514 |
|
|
2021
Q3 | $420K | Sell |
5,082
-763
| -13% | -$63.1K | 0.02% | 450 |
|
|
2021
Q2 | $473K | Buy |
+5,845
| New | +$473K | 0.03% | 391 |
|