HAM
Harmony Asset Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
12,193
-726
| -6% | -$87.8K | 0.55% | 51 |
|
|
2025
Q1 | $1.46M | Sell |
12,919
-1,072
| -8% | -$121K | 0.61% | 47 |
|
|
2024
Q4 | $1.55M | Sell |
13,991
-5,676
| -29% | -$628K | 0.61% | 43 |
|
|
2024
Q3 | $2.04M | Buy |
19,667
+2,143
| +12% | +$223K | 0.75% | 41 |
|
|
2024
Q2 | $1.66M | Buy |
17,524
+442
| +3% | +$41.8K | 0.69% | 40 |
|
|
2024
Q1 | $1.63M | Buy |
17,082
+5,063
| +42% | +$484K | 0.67% | 43 |
|
|
2023
Q4 | $1.03M | Buy |
+12,019
| New | +$1.03M | 0.43% | 58 |
|