Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,434
| Closed | -$1.09M | – | 1087 |
|
|
2016
Q4 | $1.09M | Buy |
21,434
+14,366
| +203% | +$729K | 0.07% | 217 |
|
|
2016
Q3 | $318K | Buy |
+7,068
| New | +$318K | 0.02% | 610 |
|
|
2016
Q1 | – | Sell |
-41,598
| Closed | -$1.84M | – | 857 |
|
|
2015
Q4 | $1.84M | Buy |
41,598
+32,452
| +355% | +$1.43M | 0.14% | 96 |
|
|
2015
Q3 | $479K | Sell |
9,146
-22,136
| -71% | -$1.16M | 0.05% | 334 |
|
|
2015
Q2 | $1.4M | Buy |
31,282
+3,636
| +13% | +$163K | 0.14% | 102 |
|
|
2015
Q1 | $1.23M | Buy |
27,646
+21,130
| +324% | +$941K | 0.14% | 108 |
|
|
2014
Q4 | $294K | Sell |
6,516
-840
| -11% | -$37.9K | 0.04% | 426 |
|
|
2014
Q3 | $308K | Buy |
7,356
+1,612
| +28% | +$67.5K | 0.05% | 326 |
|
|
2014
Q2 | $239K | Sell |
5,744
-1,662
| -22% | -$69.2K | 0.04% | 409 |
|
|
2014
Q1 | $303K | Buy |
+7,406
| New | +$303K | 0.06% | 292 |
|
|
2013
Q4 | – | Sell |
-6,982
| Closed | -$256K | – | 442 |
|
|
2013
Q3 | $256K | Buy |
6,982
+1,110
| +19% | +$40.7K | 0.07% | 262 |
|
|
2013
Q2 | $210K | Buy |
+5,872
| New | +$210K | 0.07% | 270 |
|