Fiduciary Alliance’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 | $242K | Buy |
1,997
+6
| +0.3% | +$726 | 0.02% | 432 |
|
|
2025
Q1 | $225K | Buy |
1,991
+85
| +4% | +$9.59K | 0.02% | 355 |
|
|
2024
Q4 | $211K | Buy |
+1,906
| New | +$211K | 0.02% | 334 |
|
|
2023
Q3 | – | Sell |
-1,857
| Closed | -$139K | – | 565 |
|
|
2023
Q2 | $139K | Buy |
+1,857
| New | +$139K | 0.03% | 176 |
|
|
2023
Q1 | – | Sell |
-2,195
| Closed | -$166K | – | 505 |
|
|
2022
Q4 | $166K | Buy |
+2,195
| New | +$166K | 0.04% | 136 |
|