Glenview Trust’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 | $644K | Sell |
5,323
-149
| -3% | -$18K | 0.01% | 340 |
|
|
2025
Q1 | $618K | Sell |
5,472
-2,452
| -31% | -$277K | 0.01% | 331 |
|
|
2024
Q4 | $876K | Buy |
7,924
+2,029
| +34% | +$224K | 0.02% | 289 |
|
|
2024
Q3 | $612K | Buy |
5,895
+17
| +0.3% | +$1.77K | 0.01% | 329 |
|
|
2024
Q2 | $556K | Sell |
5,878
-758
| -11% | -$71.7K | 0.01% | 335 |
|
|
2024
Q1 | $635K | Sell |
6,636
-710
| -10% | -$67.9K | 0.01% | 303 |
|
|
2023
Q4 | $627K | Sell |
7,346
-235
| -3% | -$20.1K | 0.02% | 303 |
|
|
2023
Q3 | $567K | Sell |
7,581
-9,516
| -56% | -$711K | 0.02% | 298 |
|
|
2023
Q2 | $1.28M | Buy |
17,097
+1,146
| +7% | +$85.5K | 0.03% | 209 |
|
|
2023
Q1 | $1.13M | Sell |
15,951
-160
| -1% | -$11.4K | 0.03% | 220 |
|
|
2022
Q4 | $1.22M | Buy |
16,111
+8,623
| +115% | +$651K | 0.04% | 199 |
|
|
2022
Q3 | $506K | Sell |
7,488
-116
| -2% | -$7.84K | 0.02% | 277 |
|
|
2022
Q2 | $533K | Sell |
7,604
-2,292
| -23% | -$161K | 0.02% | 272 |
|
|
2022
Q1 | $836K | Sell |
9,896
-919
| -8% | -$77.6K | 0.03% | 221 |
|
|
2021
Q4 | $938K | Sell |
10,815
-1,352
| -11% | -$117K | 0.03% | 207 |
|
|
2021
Q3 | $1M | Sell |
12,167
-1,283
| -10% | -$106K | 0.04% | 198 |
|
|
2021
Q2 | $1.09M | Sell |
13,450
-5,908
| -31% | -$479K | 0.04% | 190 |
|
|
2021
Q1 | $1.45M | Sell |
19,358
-2,009
| -9% | -$150K | 0.06% | 165 |
|
|
2020
Q4 | $1.43M | Buy |
21,367
+1,599
| +8% | +$107K | 0.07% | 158 |
|
|
2020
Q3 | $1.12M | Sell |
19,768
-5,246
| -21% | -$298K | 0.06% | 165 |
|
|
2020
Q2 | $1.38M | Buy |
25,014
+15,652
| +167% | +$862K | 0.08% | 152 |
|
|
2020
Q1 | $456K | Sell |
9,362
-40
| -0.4% | -$1.95K | 0.03% | 219 |
|
|
2019
Q4 | $648K | Hold |
9,402
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $605K | Sell |
9,402
-1,154
| -11% | -$74.3K | 0.04% | 222 |
|
|
2019
Q2 | $663K | Sell |
10,556
-800
| -7% | -$50.2K | 0.04% | 212 |
|
|
2019
Q1 | $671K | Sell |
11,356
-21,006
| -65% | -$1.24M | 0.04% | 208 |
|
|
2018
Q4 | $1.72M | Buy |
+32,362
| New | +$1.72M | 0.13% | 140 |
|
|
2018
Q1 | – | Sell |
-3,360
| Closed | -$201K | – | 329 |
|
|
2017
Q4 | $201K | Buy |
+3,360
| New | +$201K | 0.01% | 324 |
|
|
2015
Q4 | $231K | Buy |
+5,222
| New | +$231K | 0.02% | 230 |
|