Fort Point Capital Partners’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 | $575K | Buy |
4,751
+90
| +2% | +$10.9K | 0.04% | 193 |
|
|
2025
Q1 | $526K | Buy |
4,661
+305
| +7% | +$34.4K | 0.06% | 185 |
|
|
2024
Q4 | $482K | Buy |
4,356
+90
| +2% | +$9.95K | 0.05% | 202 |
|
|
2024
Q3 | $443K | Buy |
4,266
+791
| +23% | +$82.2K | 0.05% | 193 |
|
|
2024
Q2 | $329K | Hold |
3,475
| – | – | 0.04% | 234 |
|
|
2024
Q1 | $332K | Sell |
3,475
-30
| -0.9% | -$2.87K | 0.04% | 238 |
|
|
2023
Q4 | $299K | Hold |
3,505
| – | – | 0.04% | 230 |
|
|
2023
Q3 | $262K | Sell |
3,505
-50
| -1% | -$3.74K | 0.04% | 217 |
|
|
2023
Q2 | $265K | Buy |
3,555
+40
| +1% | +$2.98K | 0.04% | 222 |
|
|
2023
Q1 | $250K | Buy |
3,515
+185
| +6% | +$13.2K | 0.04% | 229 |
|
|
2022
Q4 | $251K | Sell |
3,330
-100
| -3% | -$7.55K | 0.04% | 225 |
|
|
2022
Q3 | $232K | Buy |
3,430
+300
| +10% | +$20.3K | 0.04% | 233 |
|
|
2022
Q2 | $219K | Buy |
3,130
+300
| +11% | +$21K | 0.04% | 247 |
|
|
2022
Q1 | $239K | Buy |
+2,830
| New | +$239K | 0.03% | 246 |
|