Hanson & Doremus Investment 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 | $134K | Hold |
1,108
| – | – | 0.02% | 235 |
|
|
2025
Q1 | $125K | Hold |
1,108
| – | – | 0.02% | 233 |
|
|
2024
Q4 | $123K | Hold |
1,108
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $115K | Hold |
1,108
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $105K | Hold |
1,108
| – | – | 0.02% | 234 |
|
|
2024
Q1 | $106K | Hold |
1,108
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $95K | Hold |
1,108
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $83K | Hold |
1,108
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $83K | Hold |
1,108
| – | – | 0.02% | 252 |
|
|
2023
Q1 | $79K | Hold |
1,108
| – | – | 0.02% | 259 |
|
|
2022
Q4 | $84K | Hold |
1,108
| – | – | 0.02% | 250 |
|
|
2022
Q3 | $75K | Hold |
1,108
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $78K | Hold |
1,108
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $94K | Hold |
1,108
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $96K | Hold |
1,108
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $91K | Buy |
1,108
+554
| +100% | +$45.5K | 0.02% | 249 |
|
|
2021
Q2 | $63K | Sell |
554
-554
| -50% | -$63K | 0.02% | 244 |
|
|
2021
Q1 | $83K | Hold |
1,108
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $74K | Hold |
1,108
| – | – | 0.02% | 250 |
|
|
2020
Q3 | $63K | Hold |
1,108
| – | – | 0.02% | 244 |
|
|
2020
Q2 | $61K | Hold |
1,108
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $54K | Hold |
1,108
| – | – | 0.02% | 256 |
|
|
2019
Q4 | $76K | Hold |
1,108
| – | – | 0.02% | 250 |
|
|
2019
Q3 | $71K | Sell |
1,108
-396
| -26% | -$25.4K | 0.02% | 254 |
|
|
2019
Q2 | $94K | Hold |
1,504
| – | – | 0.03% | 236 |
|
|
2019
Q1 | $89K | Hold |
1,504
| – | – | 0.03% | 230 |
|
|
2018
Q4 | $80K | Hold |
1,504
| – | – | 0.03% | 224 |
|
|
2018
Q3 | $91K | Sell |
1,504
-978
| -39% | -$59.2K | 0.03% | 231 |
|
|
2018
Q2 | $145K | Hold |
2,482
| – | – | 0.05% | 195 |
|
|
2018
Q1 | $146K | Hold |
2,482
| – | – | 0.05% | 203 |
|
|
2017
Q4 | $148K | Hold |
2,482
| – | – | 0.05% | 201 |
|
|
2017
Q3 | $139K | Hold |
2,482
| – | – | 0.05% | 202 |
|
|
2017
Q2 | $133K | Sell |
2,482
-382
| -13% | -$20.5K | 0.05% | 200 |
|
|
2017
Q1 | $149K | Sell |
2,864
-380
| -12% | -$19.8K | 0.06% | 188 |
|
|
2016
Q4 | $165K | Buy |
+3,244
| New | +$165K | 0.07% | 172 |
|