GDS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
4,888
+239
| +5% | +$28.9K | 0.04% | 108 |
|
|
2025
Q1 | $525K | Sell |
4,649
-132,559
| -97% | -$15M | 0.04% | 111 |
|
|
2024
Q4 | $15.2M | Sell |
137,208
-10,018
| -7% | -$1.11M | 1.38% | 32 |
|
|
2024
Q3 | $15.3M | Sell |
147,226
-531
| -0.4% | -$55.2K | 1.49% | 29 |
|
|
2024
Q2 | $14M | Sell |
147,757
-537
| -0.4% | -$50.8K | 1.53% | 29 |
|
|
2024
Q1 | $14.2M | Sell |
148,294
-2,428
| -2% | -$232K | 1.66% | 20 |
|
|
2023
Q4 | $12.9M | Sell |
150,722
-763
| -0.5% | -$65.2K | 1.74% | 20 |
|
|
2023
Q3 | $11.3M | Buy |
151,485
+7,729
| +5% | +$578K | 1.78% | 18 |
|
|
2023
Q2 | $10.7M | Buy |
143,756
+7,879
| +6% | +$588K | 1.74% | 17 |
|
|
2023
Q1 | $9.67M | Buy |
135,877
+3,816
| +3% | +$271K | 1.71% | 15 |
|
|
2022
Q4 | $9.97M | Buy |
132,061
+5,847
| +5% | +$441K | 1.9% | 14 |
|
|
2022
Q3 | $8.53M | Buy |
126,214
+6,346
| +5% | +$429K | 1.9% | 22 |
|
|
2022
Q2 | $8.39M | Buy |
119,868
+9,545
| +9% | +$668K | 1.88% | 17 |
|
|
2022
Q1 | $8.99M | Buy |
110,323
+4,535
| +4% | +$369K | 1.98% | 13 |
|
|
2021
Q4 | $9.17M | Buy |
+105,788
| New | +$9.17M | 2.05% | 13 |
|