Founders Financial Alliance’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 | $6.05K | Hold |
50
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $5.64K | Hold |
50
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $5.53K | Hold |
50
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $5.2K | Hold |
50
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $4.73K | Hold |
50
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $4.78K | Buy |
50
+20
| +67% | +$1.91K | ﹤0.01% | 518 |
|
|
2023
Q4 | $2.56K | Hold |
30
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $2.24K | Hold |
30
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $2.24K | Hold |
30
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $2.13K | Hold |
30
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $2.26K | Sell |
30
-778
| -96% | -$58.7K | ﹤0.01% | 467 |
|
|
2022
Q3 | $55K | Sell |
808
-4,822
| -86% | -$328K | 0.03% | 307 |
|
|
2022
Q2 | $394K | Buy |
5,630
+4,822
| +597% | +$337K | 0.2% | 111 |
|
|
2022
Q1 | $68K | Hold |
808
| – | – | 0.03% | 293 |
|
|
2021
Q4 | $70K | Hold |
808
| – | – | 0.03% | 330 |
|
|
2021
Q3 | $66K | Hold |
808
| – | – | 0.03% | 307 |
|
|
2021
Q2 | $65K | Hold |
808
| – | – | 0.03% | 328 |
|
|
2021
Q1 | $66K | Buy |
808
+30
| +4% | +$2.45K | 0.03% | 308 |
|
|
2020
Q4 | $52K | Hold |
778
| – | – | 0.03% | 292 |
|
|
2020
Q3 | $46K | Buy |
+778
| New | +$46K | 0.03% | 398 |
|