Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,547
| Closed | -$290K | – | 170 |
|
|
2022
Q4 | $290K | Sell |
3,547
-1,668
| -32% | -$136K | 0.06% | 128 |
|
|
2022
Q3 | $352K | Sell |
5,215
-1,997
| -28% | -$135K | 0.09% | 103 |
|
|
2022
Q2 | $505K | Sell |
7,212
-1,227
| -15% | -$85.9K | 0.13% | 81 |
|
|
2022
Q1 | $713K | Buy |
8,439
+1,260
| +18% | +$106K | 0.15% | 77 |
|
|
2021
Q4 | $620K | Buy |
7,179
+3,440
| +92% | +$297K | 0.14% | 87 |
|
|
2021
Q3 | $309K | Buy |
3,739
+38
| +1% | +$3.14K | 0.07% | 126 |
|
|
2021
Q2 | $300K | Buy |
+3,701
| New | +$300K | 0.08% | 123 |
|
|
2020
Q4 | – | Sell |
-108,946
| Closed | -$6.18M | – | 129 |
|
|
2020
Q3 | $6.18M | Sell |
108,946
-7,086
| -6% | -$402K | 2.12% | 16 |
|
|
2020
Q2 | $6.39M | Buy |
+116,032
| New | +$6.39M | 2.5% | 14 |
|