Hanson & Doremus Investment Management’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
Q3
Sell
-1,108
Closed -$134K 510
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% +$46K 0.02% 249
2021
Q2
$63K Sell
554
-554
-50% -$44.5K 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% -$25.2K 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% -$59.9K 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% -$20K 0.05% 200
2017
Q1
$149K Sell
2,864
-380
-12% -$19.8K 0.06% 188
2016
Q4
$165K Buy
+3,244
New +$155K 0.07% 172

Other funds holding IYF