Dakota Wealth Management’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 | $310K | Hold |
2,560
| – | – | 0.01% | 608 |
|
|
2025
Q1 | $289K | Hold |
2,560
| – | – | 0.01% | 622 |
|
|
2024
Q4 | $283K | Hold |
2,560
| – | – | 0.01% | 619 |
|
|
2024
Q3 | $266K | Sell |
2,560
-760
| -23% | -$79K | 0.01% | 612 |
|
|
2024
Q2 | $314K | Sell |
3,320
-1,550
| -32% | -$147K | 0.01% | 571 |
|
|
2024
Q1 | $466K | Buy |
+4,870
| New | +$466K | 0.01% | 515 |
|