Founders Financial Securities’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
$2.1M Sell
17,346
-726
-4% -$87.8K 0.16% 124
2025
Q1
$1.98M Buy
18,072
+418
+2% +$45.8K 0.17% 124
2024
Q4
$1.95M Sell
17,654
-541
-3% -$59.8K 0.18% 112
2024
Q3
$1.89M Sell
18,195
-985
-5% -$102K 0.17% 113
2024
Q2
$1.81M Buy
19,180
+755
+4% +$71.4K 0.17% 115
2024
Q1
$1.76M Buy
18,425
+71
+0.4% +$6.79K 0.18% 108
2023
Q4
$1.57M Buy
18,354
+297
+2% +$25.4K 0.17% 110
2023
Q3
$1.35M Sell
18,057
-377
-2% -$28.2K 0.17% 108
2023
Q2
$1.38M Buy
18,434
+1,252
+7% +$93.4K 0.18% 106
2023
Q1
$1.22M Buy
17,182
+73
+0.4% +$5.19K 0.18% 114
2022
Q4
$1.29M Sell
17,109
-32
-0.2% -$2.42K 0.2% 107
2022
Q3
$1.16M Buy
17,141
+12,319
+255% +$832K 0.2% 103
2022
Q2
$337K Buy
+4,822
New +$337K 0.07% 189