Financial Freedom LLC’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 | $1.15M | Buy |
9,511
+3,000
| +46% | +$363K | 0.62% | 37 |
|
|
2025
Q1 | $735K | Buy |
6,511
+164
| +3% | +$18.5K | 0.42% | 43 |
|
|
2024
Q4 | $702K | Buy |
6,347
+905
| +17% | +$100K | 0.37% | 48 |
|
|
2024
Q3 | $565K | Buy |
5,442
+467
| +9% | +$48.5K | 0.3% | 55 |
|
|
2024
Q2 | $470K | Buy |
4,975
+188
| +4% | +$17.8K | 0.27% | 60 |
|
|
2024
Q1 | $458K | Buy |
4,787
+10
| +0.2% | +$956 | 0.27% | 62 |
|
|
2023
Q4 | $408K | Buy |
4,777
+30
| +0.6% | +$2.56K | 0.26% | 66 |
|
|
2023
Q3 | $355K | Sell |
4,747
-65
| -1% | -$4.86K | 0.25% | 64 |
|
|
2023
Q2 | $359K | Buy |
4,812
+12
| +0.3% | +$895 | 0.25% | 60 |
|
|
2023
Q1 | $341K | Buy |
4,800
+14
| +0.3% | +$996 | 0.25% | 60 |
|
|
2022
Q4 | $361K | Buy |
+4,786
| New | +$361K | 0.24% | 55 |
|