Cresset 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 | $263K | Hold |
2,176
| – | – | ﹤0.01% | 1361 |
|
|
2025
Q1 | $246K | Hold |
2,176
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q4 | $241K | Sell |
2,176
-402
| -16% | -$44.5K | ﹤0.01% | 1446 |
|
|
2024
Q3 | $268K | Buy |
2,578
+1
| +0% | +$104 | ﹤0.01% | 1822 |
|
|
2024
Q2 | $244K | Sell |
2,577
-75
| -3% | -$7.09K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $254K | Buy |
+2,652
| New | +$254K | ﹤0.01% | 1644 |
|
|
2023
Q4 | – | Sell |
-14,059
| Closed | -$1.05M | – | 1827 |
|
|
2023
Q3 | $1.05M | Buy |
14,059
+1
| +0% | +$75 | ﹤0.01% | 799 |
|
|
2023
Q2 | $1.05M | Buy |
14,058
+9,785
| +229% | +$730K | ﹤0.01% | 790 |
|
|
2023
Q1 | $304K | Buy |
+4,273
| New | +$304K | 0.01% | 627 |
|