CreativeOne Wealth’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
Q4 | $765K | Buy |
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|
2025
Q3 | $535K | Buy |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $473K | Buy |
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