FineMark National Bank & Trust’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 | $625K | Hold |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $546K | Hold |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $23K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $21K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $22K | Hold |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $20K | Hold |
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|
2013
Q3 | $18K | Hold |
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|
2013
Q2 | $18K | Buy |
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