Global Retirement Partners’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
Q4 | $358K | Sell |
2,775
-290
| -9% | -$36.3K | 0.01% | 1139 |
|
|
2025
Q3 | $388K | Buy |
3,065
+812
| +36% | +$100K | 0.01% | 867 |
|
|
2025
Q2 | $273K | Buy |
+2,253
| New | +$254K | 0.01% | 945 |
|
|
2024
Q4 | $161K | Buy |
1,460
+302
| +26% | +$33.6K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $120K | Sell |
1,158
-300
| -21% | -$30.1K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $138K | Buy |
1,458
+1,321
| +964% | +$124K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $13.1K | Hold |
137
| – | – | ﹤0.01% | 1997 |
|
|
2023
Q4 | $11.5K | Hold |
137
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q3 | $10K | Sell |
137
-85
| -38% | -$6.55K | ﹤0.01% | 1957 |
|
|
2023
Q2 | $16.6K | Sell |
222
-100
| -31% | -$7.21K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $22.6K | Buy |
322
+53
| +20% | +$4.08K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $20.3K | Hold |
269
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q3 | $20K | Buy |
269
+137
| +104% | +$10.1K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $9K | Hold |
132
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q1 | $10K | Buy |
+132
| New | +$11.4K | ﹤0.01% | 1624 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$8K | – | 1051 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1447 |
|
|
2021
Q1 | $7K | Buy |
+100
| New | +$7.11K | ﹤0.01% | 1389 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$17K | – | 1634 |
|
|
2019
Q4 | $17K | Sell |
250
-542
| -68% | -$36K | ﹤0.01% | 997 |
|
|
2019
Q3 | $51K | Sell |
792
-664
| -46% | -$42.2K | 0.01% | 626 |
|
|
2019
Q2 | $91K | Sell |
1,456
-382
| -21% | -$23.5K | 0.02% | 476 |
|
|
2019
Q1 | $109K | Sell |
1,838
-1,102
| -37% | -$64K | 0.03% | 380 |
|
|
2018
Q4 | $156K | Sell |
2,940
-11,034
| -79% | -$632K | 0.04% | 319 |
|
|
2018
Q3 | $849K | Sell |
13,974
-3,212
| -19% | -$197K | 0.19% | 108 |
|
|
2018
Q2 | $1.01M | Buy |
17,186
+2,252
| +15% | +$134K | 0.25% | 82 |
|
|
2018
Q1 | $880K | Buy |
14,934
+6,320
| +73% | +$383K | 0.24% | 85 |
|
|
2017
Q4 | $514K | Buy |
8,614
+2,602
| +43% | +$151K | 0.14% | 143 |
|
|
2017
Q3 | $337K | Buy |
6,012
+380
| +7% | +$20.7K | 0.14% | 140 |
|
|
2017
Q2 | $303K | Buy |
5,632
+2,232
| +66% | +$117K | 0.14% | 137 |
|
|
2017
Q1 | $177K | Buy |
3,400
+3,072
| +937% | +$160K | 0.1% | 199 |
|
|
2016
Q4 | $17K | Buy |
+328
| New | +$15.7K | 0.01% | 555 |
|
Other funds holding IYF
DWM
PF
SWP
