Empirical Asset Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
6,466
+5
| +0.1% | +$605 | 0.24% | 122 |
|
|
2025
Q1 | $729K | Buy |
6,461
+368
| +6% | +$41.5K | 0.25% | 117 |
|
|
2024
Q4 | $674K | Sell |
6,093
-454
| -7% | -$50.2K | 0.22% | 127 |
|
|
2024
Q3 | $680K | Buy |
6,547
+500
| +8% | +$52K | 0.24% | 128 |
|
|
2024
Q2 | $572K | Buy |
6,047
+1,129
| +23% | +$107K | 0.22% | 135 |
|
|
2024
Q1 | $470K | Buy |
+4,918
| New | +$470K | 0.23% | 117 |
|