Creekmur Asset 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 | $218K | Sell |
1,801
-2,620
| -59% | -$317K | 0.04% | 220 |
|
|
2025
Q1 | $499K | Buy |
4,421
+4
| +0.1% | +$451 | 0.1% | 116 |
|
|
2024
Q4 | $488K | Buy |
4,417
+4
| +0.1% | +$442 | 0.11% | 77 |
|
|
2024
Q3 | $459K | Buy |
4,413
+4
| +0.1% | +$416 | 0.11% | 77 |
|
|
2024
Q2 | $417K | Buy |
4,409
+3
| +0.1% | +$284 | 0.11% | 79 |
|
|
2024
Q1 | $421K | Sell |
4,406
-50
| -1% | -$4.78K | 0.14% | 72 |
|
|
2023
Q4 | $381K | Buy |
+4,456
| New | +$381K | 0.12% | 89 |
|