HFG Advisors’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 | $923K | Hold |
7,631
| – | – | 0.73% | 38 |
|
|
2025
Q1 | $861K | Hold |
7,631
| – | – | 0.74% | 40 |
|
|
2024
Q4 | $844K | Hold |
7,631
| – | – | 0.74% | 40 |
|
|
2024
Q3 | $793K | Hold |
7,631
| – | – | 0.7% | 42 |
|
|
2024
Q2 | $722K | Hold |
7,631
| – | – | 0.67% | 42 |
|
|
2024
Q1 | $730K | Hold |
7,631
| – | – | 0.65% | 42 |
|
|
2023
Q4 | $652K | Hold |
7,631
| – | – | 0.63% | 43 |
|
|
2023
Q3 | $570K | Sell |
7,631
-640
| -8% | -$47.8K | 0.62% | 40 |
|
|
2023
Q2 | $617K | Sell |
8,271
-645
| -7% | -$48.1K | 0.65% | 43 |
|
|
2023
Q1 | $634K | Hold |
8,916
| – | – | 0.72% | 39 |
|
|
2022
Q4 | $673K | Buy |
8,916
+2,534
| +40% | +$191K | 0.79% | 35 |
|
|
2022
Q3 | $431K | Buy |
6,382
+257
| +4% | +$17.4K | 0.6% | 41 |
|
|
2022
Q2 | $429K | Hold |
6,125
| – | – | 0.58% | 43 |
|
|
2022
Q1 | $518K | Buy |
6,125
+794
| +15% | +$67.2K | 0.59% | 40 |
|
|
2021
Q4 | $462K | Buy |
+5,331
| New | +$462K | 0.52% | 43 |
|