Cresset Asset Management’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
Q3 | $276K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $304K | Buy |
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