First Heartland Consultants’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 | $4.02M | Sell |
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|
2025
Q2 | $3.9M | Buy |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $2.77K | Sell |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $765K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $380K | Buy |
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|
2017
Q4 | $230K | Hold |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $212K | Sell |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $254K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $11K | Buy |
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