HA
HC Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
37,457
-461
| -1% | -$55.8K | 3.2% | 10 |
|
|
2025
Q1 | $4.28M | Sell |
37,918
-645
| -2% | -$72.8K | 3.2% | 11 |
|
|
2024
Q4 | $4.26M | Sell |
38,563
-2,005
| -5% | -$222K | 3.42% | 9 |
|
|
2024
Q3 | $4.22M | Buy |
40,568
+877
| +2% | +$91.1K | 3.47% | 9 |
|
|
2024
Q2 | $3.75M | Buy |
39,691
+2,385
| +6% | +$226K | 3.46% | 10 |
|
|
2024
Q1 | $3.57M | Buy |
37,306
+1,090
| +3% | +$104K | 1.7% | 14 |
|
|
2023
Q4 | $3.09M | Sell |
36,216
-25,071
| -41% | -$2.14M | 1.73% | 14 |
|
|
2023
Q3 | $4.58M | Sell |
61,287
-20
| -0% | -$1.5K | 2.72% | 8 |
|
|
2023
Q2 | $4.57M | Sell |
61,307
-2,446
| -4% | -$182K | 2.65% | 9 |
|
|
2023
Q1 | $4.54M | Sell |
63,753
-17,147
| -21% | -$1.22M | 2.8% | 8 |
|
|
2022
Q4 | $6.11M | Buy |
80,900
+555
| +0.7% | +$41.9K | 4.17% | 5 |
|
|
2022
Q3 | $5.43M | Buy |
80,345
+20,505
| +34% | +$1.39M | 3.74% | 6 |
|
|
2022
Q2 | $4.19M | Buy |
59,840
+4,975
| +9% | +$348K | 2.98% | 9 |
|
|
2022
Q1 | $4.64M | Sell |
54,865
-2,119
| -4% | -$179K | 2.94% | 9 |
|
|
2021
Q4 | $4.94M | Sell |
56,984
-1,020
| -2% | -$88.4K | 3.03% | 9 |
|
|
2021
Q3 | $4.79M | Sell |
58,004
-10,770
| -16% | -$889K | 3.14% | 8 |
|
|
2021
Q2 | $5.57M | Sell |
68,774
-3,810
| -5% | -$309K | 3.43% | 7 |
|
|
2021
Q1 | $5.43M | Sell |
72,584
-4,208
| -5% | -$315K | 3.51% | 7 |
|
|
2020
Q4 | $5.13M | Buy |
76,792
+39,126
| +104% | +$2.61M | 3.5% | 8 |
|
|
2020
Q3 | $4.27M | Buy |
37,666
+45
| +0.1% | +$5.11K | 3.45% | 8 |
|
|
2020
Q2 | $4.14M | Buy |
+37,621
| New | +$4.14M | 3.43% | 8 |
|
|
2020
Q1 | – | Sell |
-35,125
| Closed | -$4.84M | – | 42 |
|
|
2019
Q4 | $4.84M | Buy |
+35,125
| New | +$4.84M | 4.99% | 5 |
|