Dynamic Advisor Solutions’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,555
| Closed | -$288K | – | 909 |
|
|
2025
Q1 | $288K | Sell |
2,555
-72
| -3% | -$8.13K | 0.01% | 717 |
|
|
2024
Q4 | $290K | Sell |
2,627
-582
| -18% | -$64.4K | 0.01% | 545 |
|
|
2024
Q3 | $333K | Sell |
3,209
-1,355
| -30% | -$141K | 0.01% | 721 |
|
|
2024
Q2 | $432K | Buy |
4,564
+1,236
| +37% | +$117K | 0.01% | 659 |
|
|
2024
Q1 | $318K | Sell |
3,328
-3,153
| -49% | -$302K | 0.01% | 744 |
|
|
2023
Q4 | $555K | Sell |
6,481
-452
| -7% | -$38.7K | 0.02% | 555 |
|
|
2023
Q3 | $518K | Sell |
6,933
-153
| -2% | -$11.4K | 0.02% | 507 |
|
|
2023
Q2 | $529K | Buy |
7,086
+2,749
| +63% | +$205K | 0.03% | 478 |
|
|
2023
Q1 | $309K | Buy |
+4,337
| New | +$309K | 0.02% | 584 |
|