Curi RMB Capital’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 | – | Sell |
-13,403
| Closed | -$1.51M | – | 671 |
|
|
2025
Q1 | $1.51M | Buy |
+13,403
| New | +$1.51M | 0.04% | 298 |
|
|
2017
Q2 | – | Sell |
-5,156
| Closed | -$268K | – | 720 |
|
|
2017
Q1 | $268K | Sell |
5,156
-2,282
| -31% | -$119K | 0.01% | 430 |
|
|
2016
Q4 | $377K | Sell |
7,438
-1,774
| -19% | -$89.9K | 0.02% | 320 |
|
|
2016
Q3 | $415K | Buy |
9,212
+384
| +4% | +$17.3K | 0.02% | 288 |
|
|
2016
Q2 | $379K | Buy |
8,828
+2,608
| +42% | +$112K | 0.02% | 311 |
|
|
2016
Q1 | $263K | Buy |
+6,220
| New | +$263K | 0.02% | 304 |
|