EWG Elevate’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 | $1.94M | Sell |
16,066
-11,003
| -41% | -$1.33M | 0.6% | 50 |
|
|
2025
Q1 | $3.05M | Buy |
27,069
+60
| +0.2% | +$6.77K | 1.14% | 25 |
|
|
2024
Q4 | $2.99M | Buy |
27,009
+16,170
| +149% | +$1.79M | 0.91% | 33 |
|
|
2024
Q3 | $1.13M | Sell |
10,839
-9,396
| -46% | -$976K | 0.45% | 45 |
|
|
2024
Q2 | $1.91M | Sell |
20,235
-19,948
| -50% | -$1.89M | 0.7% | 47 |
|
|
2024
Q1 | $3.84M | Buy |
+40,183
| New | +$3.84M | 1.46% | 25 |
|
|
2023
Q1 | – | Sell |
-322
| Closed | -$24.3K | – | 416 |
|
|
2022
Q4 | $24.3K | Buy |
+322
| New | +$24.3K | 0.01% | 251 |
|
|
2020
Q1 | – | Sell |
-4,782
| Closed | -$329K | – | 71 |
|
|
2019
Q4 | $329K | Buy |
+4,782
| New | +$329K | 0.18% | 62 |
|