Fort Point Capital Partners’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 | – | Sell |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $239K | Buy |
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