Gryphon Financial Partners’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 | $510K | Sell |
4,215
-396
| -9% | -$47.9K | 0.07% | 181 |
|
|
2025
Q1 | $520K | Hold |
4,611
| – | – | 0.08% | 163 |
|
|
2024
Q4 | $510K | Buy |
4,611
+352
| +8% | +$38.9K | 0.07% | 156 |
|
|
2024
Q3 | $443K | Sell |
4,259
-280
| -6% | -$29.1K | 0.06% | 183 |
|
|
2024
Q2 | $429K | Hold |
4,539
| – | – | 0.06% | 182 |
|
|
2024
Q1 | $434K | Hold |
4,539
| – | – | 0.07% | 175 |
|
|
2023
Q4 | $388K | Hold |
4,539
| – | – | 0.07% | 172 |
|
|
2023
Q3 | $339K | Hold |
4,539
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $339K | Sell |
4,539
-622
| -12% | -$46.4K | 0.07% | 136 |
|
|
2023
Q1 | $367K | Hold |
5,161
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $390K | Sell |
5,161
-383
| -7% | -$28.9K | 0.09% | 119 |
|
|
2022
Q3 | $375K | Sell |
5,544
-358
| -6% | -$24.2K | 0.09% | 120 |
|
|
2022
Q2 | $413K | Buy |
5,902
+3
| +0.1% | +$210 | 0.1% | 117 |
|
|
2022
Q1 | $499K | Hold |
5,899
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $511K | Buy |
5,899
+3
| +0.1% | +$260 | 0.1% | 124 |
|
|
2021
Q3 | $487K | Buy |
5,896
+274
| +5% | +$22.6K | 0.11% | 105 |
|
|
2021
Q2 | $456K | Buy |
5,622
+1,579
| +39% | +$128K | 0.1% | 103 |
|
|
2021
Q1 | $303K | Buy |
4,043
+303
| +8% | +$22.7K | 0.07% | 133 |
|
|
2020
Q4 | $250K | Hold |
3,740
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $212K | Hold |
3,740
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $206K | Buy |
+3,740
| New | +$206K | 0.06% | 122 |
|
|
2018
Q3 | – | Sell |
-4,114
| Closed | -$241K | – | 514 |
|
|
2018
Q2 | $241K | Buy |
4,114
+496
| +14% | +$29.1K | 0.11% | 68 |
|
|
2018
Q1 | $213K | Buy |
3,618
+890
| +33% | +$52.4K | 0.11% | 79 |
|
|
2017
Q4 | $163K | Buy |
+2,728
| New | +$163K | 0.09% | 95 |
|