DI
IYF icon

DAGCO Inc’s iShares US Financials ETF IYF Stock Holding History

DAGCO Inc’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Buy
3,340
+140
+4% +$17.4K 0.08% 95
2026
Q1 		$377K Hold
3,200
– – 0.08% 88
2025
Q4 		$413K Sell
3,200
-250
-7% -$31.3K 0.1% 77
2025
Q3 		$437K Hold
3,450
– – 0.11% 74
2025
Q2 		$417K Sell
3,450
-406
-11% -$45.8K 0.12% 74
2025
Q1 		$435K Hold
3,856
– – 0.14% 69
2024
Q4 		$426K Hold
3,856
– – 0.14% 70
2024
Q3 		$401K Hold
3,856
– – 0.16% 65
2024
Q2 		$365K Buy
3,856
+106
+3% +$9.93K 0.16% 65
2024
Q1 		$359K Buy
+3,750
New +$334K 0.16% 64
2023
Q4 		– Sell
-6,559
Closed -$2.55M – 259
2023
Q3 		$2.55M Buy
6,559
+1,509
+30% +$116K 1.32% 22
2023
Q2 		$377K Sell
5,050
-1,270
-20% -$91.6K 0.19% 66
2023
Q1 		$450K Sell
6,320
-1,900
-23% -$146K 0.24% 64
2022
Q4 		$620K Sell
8,220
-634
-7% -$47.5K 0.36% 59
2022
Q3 		$598K Sell
8,854
-50
-0.6% -$3.68K 0.38% 56
2022
Q2 		$623K Sell
8,904
-100
-1% -$7.63K 0.32% 63
2022
Q1 		$744K Buy
9,004
+31
+0.3% +$2.67K 0.34% 63
2021
Q4 		$778K Sell
8,973
-425
-5% -$37K 0.31% 69
2021
Q3 		$776K Buy
9,398
+44
+0.5% +$3.65K 0.33% 67
2021
Q2 		$758K Buy
9,354
+34
+0.4% +$2.73K 0.34% 71
2021
Q1 		$698K Sell
9,320
-200
-2% -$14.2K 0.35% 69
2020
Q4 		$636K Buy
9,520
+120
+1% +$7.41K 0.35% 67
2020
Q3 		$533K Sell
9,400
-180
-2% -$10.3K 0.36% 67
2020
Q2 		$528K Sell
9,580
-150
-2% -$8K 0.53% 57
2020
Q1 		$473K Sell
9,730
-400
-4% -$25.3K 0.51% 58
2019
Q4 		$698K Sell
10,130
-370
-4% -$24.6K 0.62% 58
2019
Q3 		$676K Sell
10,500
-500
-5% -$31.8K 0.68% 56
2019
Q2 		$691K Hold
11,000
– – 0.73% 55
2019
Q1 		$650K Sell
11,000
-50
-0.5% -$2.91K 0.7% 58
2018
Q4 		$588K Buy
+11,050
New +$633K 0.73% 58

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return