HCR Wealth Advisors’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 | $445K | Sell |
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|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $6.7M | Buy |
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|
2021
Q3 | $6.38M | Sell |
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|
2021
Q2 | $7.64M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $100K | Sell |
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|
2019
Q4 | $158K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | $338K | Hold |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $311K | Hold |
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|
2017
Q2 | $298K | Sell |
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|
2017
Q1 | $317K | Buy |
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