High Net Worth Advisory Group’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 | $317K | Hold |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $130K | Buy |
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