Ferguson Wellman Capital Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Buy |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $274K | Hold |
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|
2017
Q4 | $278K | Hold |
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|
2017
Q3 | $261K | Hold |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $242K | Hold |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $200K | Sell |
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|
2016
Q1 | $220K | Sell |
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|
2015
Q4 | $2.4M | Buy |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $254K | Hold |
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|
2015
Q1 | $252K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $237K | Hold |
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|
2014
Q2 | $235K | Sell |
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|
2014
Q1 | $252K | Hold |
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|
2013
Q4 | $247K | Sell |
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|
2013
Q3 | $228K | Sell |
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|
2013
Q2 | $419K | Buy |
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