Financial Perspectives’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 | $36.5K | Hold |
301
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $34K | Hold |
301
| – | – | 0.01% | 337 |
|
|
2024
Q4 | $33.3K | Sell |
301
-44
| -13% | -$4.87K | 0.01% | 343 |
|
|
2024
Q3 | $35.9K | Hold |
345
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $32.7K | Hold |
345
| – | – | 0.01% | 318 |
|
|
2024
Q1 | $33K | Hold |
345
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $29.5K | Hold |
345
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $25.8K | Sell |
345
-53
| -13% | -$3.97K | 0.01% | 331 |
|
|
2023
Q2 | $29.7K | Hold |
398
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $28.3K | Hold |
398
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $30.1K | Hold |
398
| – | – | 0.02% | 314 |
|
|
2022
Q3 | $26.9K | Hold |
398
| – | – | 0.02% | 311 |
|
|
2022
Q2 | $27.9K | Hold |
398
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $33.7K | Hold |
398
| – | – | 0.02% | 301 |
|
|
2021
Q4 | $34.5K | Hold |
398
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $32.9K | Hold |
398
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $32.3K | Sell |
398
-29,434
| -99% | -$2.39M | 0.02% | 310 |
|
|
2021
Q1 | $398K | Buy |
29,832
+29,434
| +7,395% | +$393K | 0.02% | 319 |
|
|
2020
Q4 | $26.6K | Hold |
398
| – | – | 0.02% | 298 |
|
|
2020
Q3 | $22.6K | Hold |
398
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $21.9K | Hold |
398
| – | – | 0.02% | 263 |
|
|
2020
Q1 | $19.4K | Sell |
398
-42
| -10% | -$2.05K | 0.02% | 246 |
|
|
2019
Q4 | $30.3K | Buy |
+440
| New | +$30.3K | 0.02% | 217 |
|