Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
114,417
+22,391
| +24% | +$2.78M | ﹤0.01% | 1617 |
|
|
2025
Q4 | $11.9M | Sell |
92,026
-48,762
| -35% | -$6.1M | ﹤0.01% | 1584 |
|
|
2025
Q3 | $17.8M | Buy |
140,788
+13,486
| +11% | +$1.67M | 0.01% | 1357 |
|
|
2025
Q2 | $15.4M | Buy |
127,302
+15,502
| +14% | +$1.75M | ﹤0.01% | 1426 |
|
|
2025
Q1 | $12.6M | Buy |
111,800
+19,987
| +22% | +$2.29M | ﹤0.01% | 1503 |
|
|
2024
Q4 | $10.2M | Sell |
91,813
-1,210
| -1% | -$135K | ﹤0.01% | 1635 |
|
|
2024
Q3 | $9.67M | Sell |
93,023
-3,501
| -4% | -$351K | ﹤0.01% | 1658 |
|
|
2024
Q2 | $9.13M | Buy |
96,524
+19,118
| +25% | +$1.79M | ﹤0.01% | 1620 |
|
|
2024
Q1 | $7.4M | Buy |
77,406
+19,220
| +33% | +$1.71M | ﹤0.01% | 1716 |
|
|
2023
Q4 | $4.97M | Sell |
58,186
-3,686
| -6% | -$287K | ﹤0.01% | 1900 |
|
|
2023
Q3 | $4.63M | Sell |
61,872
-5,425
| -8% | -$418K | ﹤0.01% | 1850 |
|
|
2023
Q2 | $5.02M | Sell |
67,297
-13,450
| -17% | -$970K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $5.74M | Sell |
80,747
-62,182
| -44% | -$4.78M | ﹤0.01% | 1580 |
|
|
2022
Q4 | $10.8M | Sell |
142,929
-53,851
| -27% | -$4.04M | 0.01% | 1148 |
|
|
2022
Q3 | $13.3M | Sell |
196,780
-27,326
| -12% | -$2.01M | 0.01% | 992 |
|
|
2022
Q2 | $15.7M | Sell |
224,106
-20,299
| -8% | -$1.55M | 0.01% | 912 |
|
|
2022
Q1 | $20.7M | Buy |
244,405
+30,759
| +14% | +$2.65M | 0.01% | 835 |
|
|
2021
Q4 | $18.5M | Buy |
213,646
+21,234
| +11% | +$1.85M | 0.01% | 876 |
|
|
2021
Q3 | $15.9M | Buy |
192,412
+8,077
| +4% | +$671K | 0.01% | 907 |
|
|
2021
Q2 | $14.9M | Buy |
184,335
+19,789
| +12% | +$1.59M | 0.01% | 917 |
|
|
2021
Q1 | $12.3M | Buy |
164,546
+15,004
| +10% | +$1.07M | 0.01% | 931 |
|
|
2020
Q4 | $9.98M | Buy |
149,542
+5,286
| +4% | +$326K | 0.01% | 916 |
|
|
2020
Q3 | $8.19M | Sell |
144,256
-6,880
| -5% | -$395K | 0.01% | 903 |
|
|
2020
Q2 | $8.32M | Buy |
151,136
+10,932
| +8% | +$583K | 0.01% | 850 |
|
|
2020
Q1 | $6.82M | Sell |
140,204
-21,272
| -13% | -$1.35M | 0.01% | 848 |
|
|
2019
Q4 | $11.1M | Buy |
161,476
+4,520
| +3% | +$300K | 0.01% | 761 |
|
|
2019
Q3 | $10.1M | Sell |
156,956
-14,470
| -8% | -$919K | 0.01% | 738 |
|
|
2019
Q2 | $10.8M | Sell |
171,426
-6,980
| -4% | -$430K | 0.01% | 697 |
|
|
2019
Q1 | $10.5M | Buy |
178,406
+8
| +0% | +$465 | 0.01% | 669 |
|
|
2018
Q4 | $9.49M | Sell |
178,398
-37,240
| -17% | -$2.13M | 0.01% | 631 |
|
|
2018
Q3 | $13.1M | Sell |
215,638
-169,626
| -44% | -$10.4M | 0.02% | 263 |
|
|
2018
Q2 | $22.6M | Buy |
385,264
+220,320
| +134% | +$13.1M | 0.05% | 167 |
|
|
2018
Q1 | $9.65M | Sell |
164,944
-198,816
| -55% | -$12.1M | 0.03% | 234 |
|
|
2017
Q4 | $21.7M | Sell |
363,760
-130,232
| -26% | -$7.56M | 0.05% | 221 |
|
|
2017
Q3 | $27.7M | Buy |
493,992
+9,164
| +2% | +$500K | 0.07% | 156 |
|
|
2017
Q2 | $26.1M | Buy |
484,828
+58,606
| +14% | +$3.06M | 0.07% | 166 |
|
|
2017
Q1 | $22.2M | Sell |
426,222
-131,862
| -24% | -$6.88M | 0.07% | 180 |
|
|
2016
Q4 | $28.3M | Sell |
558,084
-652,428
| -54% | -$31.1M | 0.1% | 141 |
|
|
2016
Q3 | $54.5M | Buy |
1,210,512
+567,550
| +88% | +$25.4M | 0.21% | 69 |
|
|
2016
Q2 | $27.6M | Buy |
642,962
+484,014
| +305% | +$20.9M | 0.11% | 157 |
|
|
2016
Q1 | $6.72M | Sell |
158,948
-1,093,926
| -87% | -$44.4M | 0.03% | 484 |
|
|
2015
Q4 | $55.4M | Buy |
1,252,874
+415,028
| +50% | +$18.5M | 0.25% | 65 |
|
|
2015
Q3 | $35.2M | Sell |
837,846
-250,534
| -23% | -$11.2M | 0.18% | 109 |
|
|
2015
Q2 | $48.8M | Buy |
1,088,380
+273,084
| +33% | +$12.4M | 0.23% | 85 |
|
|
2015
Q1 | $36.3M | Sell |
815,296
-95,980
| -11% | -$4.26M | 0.19% | 116 |
|
|
2014
Q4 | $41.1M | Buy |
911,276
+188,590
| +26% | +$8.2M | 0.42% | 65 |
|
|
2014
Q3 | $30.3M | Buy |
722,686
+632,052
| +697% | +$26.5M | 0.3% | 81 |
|
|
2014
Q2 | $3.77M | Sell |
90,634
-139,638
| -61% | -$5.67M | 0.04% | 266 |
|
|
2014
Q1 | $9.41M | Buy |
230,272
+96,604
| +72% | +$3.86M | 0.1% | 148 |
|
|
2013
Q4 | $5.36M | Sell |
133,668
-521,240
| -80% | -$20.1M | 0.06% | 190 |
|
|
2013
Q3 | $24M | Buy |
654,908
+522,118
| +393% | +$19.3M | 0.29% | 86 |
|
|
2013
Q2 | $4.75M | Buy |
+132,790
| New | +$4.69M | 0.06% | 178 |
|
Other funds holding IYF
PF
PCH
