Equitable Holdings’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 | $6.21M | Buy |
51,366
+20,601
| +67% | +$2.49M | 0.05% | 282 |
|
|
2025
Q1 | $3.47M | Buy |
30,765
+11,901
| +63% | +$1.34M | 0.03% | 378 |
|
|
2024
Q4 | $2.09M | Buy |
18,864
+1,200
| +7% | +$133K | 0.02% | 476 |
|
|
2024
Q3 | $1.84M | Sell |
17,664
-466
| -3% | -$48.4K | 0.02% | 517 |
|
|
2024
Q2 | $1.71M | Sell |
18,130
-492
| -3% | -$46.5K | 0.02% | 503 |
|
|
2024
Q1 | $1.78M | Buy |
18,622
+219
| +1% | +$20.9K | 0.02% | 476 |
|
|
2023
Q4 | $1.57M | Buy |
18,403
+12,214
| +197% | +$1.04M | 0.02% | 475 |
|
|
2023
Q3 | $463K | Buy |
6,189
+1,371
| +28% | +$102K | 0.01% | 742 |
|
|
2023
Q2 | $359K | Buy |
4,818
+521
| +12% | +$38.9K | 0.01% | 793 |
|
|
2023
Q1 | $306K | Buy |
4,297
+965
| +29% | +$68.7K | ﹤0.01% | 789 |
|
|
2022
Q4 | $251K | Sell |
3,332
-408
| -11% | -$30.8K | ﹤0.01% | 783 |
|
|
2022
Q3 | $253K | Hold |
3,740
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $262K | Buy |
3,740
+546
| +17% | +$38.2K | 0.01% | 735 |
|
|
2022
Q1 | $270K | Buy |
3,194
+14
| +0.4% | +$1.18K | ﹤0.01% | 748 |
|
|
2021
Q4 | $276K | Buy |
3,180
+188
| +6% | +$16.3K | ﹤0.01% | 735 |
|
|
2021
Q3 | $247K | Buy |
2,992
+361
| +14% | +$29.8K | ﹤0.01% | 735 |
|
|
2021
Q2 | $213K | Buy |
+2,631
| New | +$213K | ﹤0.01% | 768 |
|