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 |
|