Grimes & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $743K | Sell |
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|
2021
Q4 | $772K | Hold |
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|
2021
Q3 | $735K | Hold |
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|
2021
Q2 | $721K | Hold |
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|
2021
Q1 | $666K | Hold |
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|
2020
Q4 | $594K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13.2M | Buy |
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|
2018
Q2 | $11M | Sell |
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|
2018
Q1 | $19.4M | Buy |
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|
2017
Q4 | $4.33M | Sell |
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|
2017
Q3 | $15.2M | Buy |
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|
2017
Q2 | $3.72M | Buy |
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|
2017
Q1 | $3.21M | Sell |
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|
2016
Q4 | $9.01M | Buy |
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