HF Advisory Group’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 | $819K | Buy |
6,770
+237
| +4% | +$28.7K | 0.32% | 101 |
|
|
2025
Q1 | $737K | Sell |
6,533
-26
| -0.4% | -$2.93K | 0.32% | 107 |
|
|
2024
Q4 | $725K | Sell |
6,559
-34
| -0.5% | -$3.76K | 0.33% | 101 |
|
|
2024
Q3 | $685K | Buy |
6,593
+1,068
| +19% | +$111K | 0.32% | 110 |
|
|
2024
Q2 | $522K | Buy |
5,525
+455
| +9% | +$43K | 0.27% | 121 |
|
|
2024
Q1 | $485K | Buy |
5,070
+143
| +3% | +$13.7K | 0.27% | 113 |
|
|
2023
Q4 | $421K | Buy |
4,927
+273
| +6% | +$23.3K | 0.27% | 113 |
|
|
2023
Q3 | $355K | Buy |
4,654
+148
| +3% | +$11.3K | 0.26% | 115 |
|
|
2023
Q2 | $336K | Buy |
4,506
+215
| +5% | +$16K | 0.27% | 110 |
|
|
2023
Q1 | $305K | Buy |
4,291
+5
| +0.1% | +$356 | 0.27% | 104 |
|
|
2022
Q4 | $323K | Buy |
+4,286
| New | +$323K | 0.33% | 99 |
|