Financial Perspectives’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 | $38.2K | Hold |
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|
2025
Q2 | $36.5K | Hold |
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|
2025
Q1 | $34K | Hold |
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|
2024
Q4 | $33.3K | Sell |
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|
2024
Q3 | $35.9K | Hold |
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|
2024
Q2 | $32.7K | Hold |
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|
2024
Q1 | $33K | Hold |
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|
2023
Q4 | $29.5K | Hold |
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|
2023
Q3 | $25.8K | Sell |
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|
2023
Q2 | $29.7K | Hold |
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|
2023
Q1 | $28.3K | Hold |
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|
2022
Q4 | $30.1K | Hold |
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|
2022
Q3 | $26.9K | Hold |
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|
2022
Q2 | $27.9K | Hold |
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|
2022
Q1 | $33.7K | Hold |
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|
2021
Q4 | $34.5K | Hold |
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|
2021
Q3 | $32.9K | Hold |
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|
2021
Q2 | $32.3K | Sell |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $26.6K | Hold |
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|
2020
Q3 | $22.6K | Hold |
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|
2020
Q2 | $21.9K | Hold |
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|
2020
Q1 | $19.4K | Sell |
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|
2019
Q4 | $30.3K | Buy |
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