DHJJ Financial Advisors’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 | $61.3K | Sell |
507
-86
| -15% | -$10.4K | 0.02% | 317 |
|
|
2025
Q1 | $66.9K | Hold |
593
| – | – | 0.03% | 278 |
|
|
2024
Q4 | $65.6K | Hold |
593
| – | – | 0.03% | 267 |
|
|
2024
Q3 | $61.6K | Hold |
593
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $56.1K | Hold |
593
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $56.7K | Hold |
593
| – | – | 0.03% | 252 |
|
|
2023
Q4 | $50.6K | Hold |
593
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $44.3K | Buy |
+593
| New | +$44.3K | 0.02% | 257 |
|