Edmond de Rothschild Holding’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Hold |
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|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $366K | Hold |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $680K | Hold |
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|
2022
Q1 | $822K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $802K | Hold |
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|
2021
Q2 | $788K | Hold |
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|
2021
Q1 | $728K | Buy |
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|
2020
Q4 | $454K | Hold |
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|
2020
Q3 | $386K | Hold |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $526K | Sell |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.13M | Hold |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $803K | Sell |
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|
2018
Q4 | $760K | Sell |
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|
2018
Q3 | $960K | Sell |
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|
2018
Q2 | $994K | Hold |
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|
2018
Q1 | $1M | Hold |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $977K | Hold |
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|
2017
Q2 | $937K | Sell |
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|
2017
Q1 | $940K | Buy |
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|
2016
Q4 | $849K | Buy |
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|
2016
Q3 | $636K | Buy |
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|
2016
Q2 | $462K | Sell |
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|
2016
Q1 | $508K | Sell |
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|
2015
Q4 | $1.4M | Sell |
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|
2015
Q3 | $1.36M | Buy |
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|
2015
Q2 | $1.18M | Buy |
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