Garrison Point Advisors’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
Q2 | $799K | Sell |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $494K | Hold |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $345K | Buy |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $279K | Buy |
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