Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.4K | Hold |
832
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $78.7K | Hold |
832
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $79.6K | Hold |
832
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $71.1K | Hold |
832
| – | – | 0.05% | 121 |
|
|
2023
Q3 | $62.2K | Sell |
832
-255
| -23% | -$19.1K | 0.05% | 122 |
|
|
2023
Q2 | $81.1K | Sell |
1,087
-1,116
| -51% | -$83.3K | 0.05% | 128 |
|
|
2023
Q1 | $157K | Buy |
2,203
+918
| +71% | +$65.3K | 0.11% | 109 |
|
|
2022
Q4 | $97K | Buy |
+1,285
| New | +$97K | 0.08% | 103 |
|