Farther Finance Advisors’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
$125K Sell
1,034
-1,154
-53% -$140K ﹤0.01% 1643
2025
Q1
$247K Buy
2,188
+2,080
+1,926% +$235K 0.01% 1140
2024
Q4
$11.9K Hold
108
﹤0.01% 2316
2024
Q3
$11.2K Hold
108
﹤0.01% 2317
2024
Q2
$10.2K Sell
108
-215
-67% -$20.4K ﹤0.01% 2069
2024
Q1
$30.7K Buy
323
+157
+95% +$14.9K ﹤0.01% 1357
2023
Q4
$14.2K Buy
166
+107
+181% +$9.14K ﹤0.01% 1456
2023
Q3
$4.41K Buy
59
+5
+9% +$374 ﹤0.01% 1555
2023
Q2
$4.03K Buy
54
+39
+260% +$2.91K ﹤0.01% 1506
2023
Q1
$1.07K Buy
+15
New +$1.07K ﹤0.01% 1828