FineMark National Bank & Trust’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 | $597K | Sell |
4,934
-386
| -7% | -$46.7K | 0.02% | 277 |
|
|
2025
Q1 | $600K | Buy |
5,320
+386
| +8% | +$43.6K | 0.02% | 272 |
|
|
2024
Q4 | $546K | Hold |
4,934
| – | – | 0.02% | 271 |
|
|
2024
Q3 | $513K | Hold |
4,934
| – | – | 0.02% | 281 |
|
|
2024
Q2 | $467K | Buy |
4,934
+613
| +14% | +$58K | 0.02% | 290 |
|
|
2024
Q1 | $413K | Buy |
4,321
+1,696
| +65% | +$162K | 0.02% | 303 |
|
|
2023
Q4 | $224K | Buy |
+2,625
| New | +$224K | 0.01% | 376 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$25K | – | 686 |
|
|
2016
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 782 |
|
|
2016
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 788 |
|
|
2016
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2016
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 772 |
|
|
2015
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 803 |
|
|
2015
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 841 |
|
|
2015
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 867 |
|
|
2015
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 862 |
|
|
2014
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 876 |
|
|
2014
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 878 |
|
|
2014
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 885 |
|
|
2014
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 890 |
|
|
2013
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 833 |
|
|
2013
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 826 |
|
|
2013
Q2 | $18K | Buy |
+500
| New | +$18K | 0.01% | 822 |
|