Harbour Investments’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 | $1.19M | Buy |
9,857
+4,785
| +94% | +$579K | 0.03% | 472 |
|
|
2025
Q1 | $572K | Buy |
5,072
+2,195
| +76% | +$248K | 0.02% | 667 |
|
|
2024
Q4 | $318K | Buy |
2,877
+1,583
| +122% | +$175K | 0.01% | 846 |
|
|
2024
Q3 | $134K | Buy |
1,294
+235
| +22% | +$24.4K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $100K | Buy |
1,059
+117
| +12% | +$11.1K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $90.1K | Buy |
942
+390
| +71% | +$37.3K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $47.2K | Hold |
552
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q3 | $41.3K | Sell |
552
-163
| -23% | -$12.2K | ﹤0.01% | 1440 |
|
|
2023
Q2 | $53.3K | Buy |
715
+1
| +0.1% | +$75 | ﹤0.01% | 1338 |
|
|
2023
Q1 | $50.8K | Sell |
714
-65
| -8% | -$4.63K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $58.8K | Sell |
779
-53
| -6% | -$4K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $58K | Hold |
832
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q2 | $58K | Buy |
+832
| New | +$58K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $50K | Sell |
578
-1,151
| -67% | -$99.6K | ﹤0.01% | 1263 |
|
|
2021
Q3 | $143K | Sell |
1,729
-299
| -15% | -$24.7K | ﹤0.01% | 1178 |
|
|
2021
Q2 | $164K | Sell |
2,028
-1,218
| -38% | -$98.5K | 0.01% | 1140 |
|
|
2021
Q1 | $243K | Buy |
+3,246
| New | +$243K | 0.01% | 886 |
|