Criterion Capital Advisors’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
2024
Q4
$53.6K Hold
567
0.03% 133
2024
Q3
$53.6K Hold
567
0.03% 133
2024
Q2
$53.6K Buy
567
+2
+0.4% +$189 0.03% 133
2024
Q1
$54.1K Buy
565
+2
+0.4% +$191 0.04% 131
2023
Q4
$48.1K Buy
+563
New +$48.1K 0.04% 142