Delta Financial Group’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
Q1 | $647K | Buy |
5,662
+270
| +5% | +$30.9K | 0.15% | 111 |
|
|
2024
Q4 | $596K | Buy |
+5,392
| New | +$596K | 0.14% | 112 |
|
|
2024
Q2 | – | Sell |
-4,968
| Closed | -$475K | – | 178 |
|
|
2024
Q1 | $475K | Buy |
4,968
+222
| +5% | +$21.2K | 0.14% | 123 |
|
|
2023
Q4 | $405K | Buy |
4,746
+198
| +4% | +$16.9K | 0.13% | 123 |
|
|
2023
Q3 | $340K | Buy |
+4,548
| New | +$340K | 0.12% | 132 |
|
|
2023
Q2 | – | Sell |
-4,311
| Closed | -$307K | – | 147 |
|
|
2023
Q1 | $307K | Buy |
4,311
+717
| +20% | +$51.1K | 0.12% | 127 |
|
|
2022
Q4 | $269K | Buy |
+3,594
| New | +$269K | 0.12% | 126 |
|