D.A. Davidson & Co’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 | $624K | Buy |
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|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $410K | Hold |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $391K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $561K | Sell |
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|
2018
Q2 | $556K | Sell |
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|
2018
Q1 | $570K | Sell |
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|
2017
Q4 | $615K | Buy |
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|
2017
Q3 | $478K | Buy |
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|
2017
Q2 | $434K | Sell |
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|
2017
Q1 | $497K | Buy |
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|
2016
Q4 | $452K | Buy |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $30K | Buy |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $3.25M | Buy |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $8K | Buy |
|