Founders Financial Alliance’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 | $6.33K | Hold |
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|
2025
Q2 | $6.05K | Hold |
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2025
Q1 | $5.64K | Hold |
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|
2024
Q4 | $5.53K | Hold |
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|
2024
Q3 | $5.2K | Hold |
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|
2024
Q2 | $4.73K | Hold |
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|
2024
Q1 | $4.78K | Buy |
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|
2023
Q4 | $2.56K | Hold |
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|
2023
Q3 | $2.24K | Hold |
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|
2023
Q2 | $2.24K | Hold |
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|
2023
Q1 | $2.13K | Hold |
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|
2022
Q4 | $2.26K | Sell |
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|
2022
Q3 | $55K | Sell |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $65K | Hold |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $46K | Buy |
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