High Net Worth Advisory Group’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
2,500
| – | – | 0.08% | 177 |
|
|
2025
Q1 | $282K | Hold |
2,500
| – | – | 0.08% | 175 |
|
|
2024
Q4 | $276K | Hold |
2,500
| – | – | 0.08% | 176 |
|
|
2024
Q3 | $260K | Hold |
2,500
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $236K | Hold |
2,500
| – | – | 0.07% | 187 |
|
|
2024
Q1 | $239K | Hold |
2,500
| – | – | 0.08% | 185 |
|
|
2023
Q4 | $214K | Buy |
+2,500
| New | +$214K | 0.08% | 185 |
|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$189K | – | 392 |
|
|
2022
Q4 | $189K | Buy |
2,500
+1,000
| +67% | +$75.5K | 0.07% | 190 |
|
|
2022
Q3 | $101K | Hold |
1,500
| – | – | 0.04% | 239 |
|
|
2022
Q2 | $105K | Hold |
1,500
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $127K | Hold |
1,500
| – | – | 0.05% | 225 |
|
|
2021
Q4 | $130K | Buy |
+1,500
| New | +$130K | 0.05% | 222 |
|