HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.74M | Buy |
31,792
+814
| +3% | +$101K | ﹤0.01% | 1352 |
|
|
2025
Q4 | $3.99M | Buy |
30,978
+756
| +3% | +$94.6K | ﹤0.01% | 1282 |
|
|
2025
Q3 | $3.83M | Buy |
30,222
+501
| +2% | +$62K | ﹤0.01% | 1265 |
|
|
2025
Q2 | $3.6M | Buy |
29,721
+670
| +2% | +$75.5K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $3.28M | Buy |
29,051
+8,017
| +38% | +$918K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $2.33M | Sell |
21,034
-839
| -4% | -$93.4K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $2.26M | Buy |
21,873
+57
| +0.3% | +$5.72K | ﹤0.01% | 1446 |
|
|
2024
Q2 | $2.05M | Buy |
21,816
+27
| +0.1% | +$2.53K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $2.07M | Sell |
21,789
-11,176
| -34% | -$995K | ﹤0.01% | 1415 |
|
|
2023
Q4 | $2.82M | Sell |
32,965
-1,170
| -3% | -$91.2K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $2.54M | Sell |
34,135
-833
| -2% | -$64.2K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $2.59M | Buy |
34,968
+204
| +0.6% | +$14.7K | 0.01% | 1210 |
|
|
2023
Q1 | $2.46M | Sell |
34,764
-987
| -3% | -$75.9K | 0.01% | 1169 |
|
|
2022
Q4 | $2.69M | Buy |
35,751
+2,855
| +9% | +$214K | 0.01% | 1120 |
|
|
2022
Q3 | $2.21M | Sell |
32,896
-5,458
| -14% | -$402K | 0.01% | 1180 |
|
|
2022
Q2 | $2.67M | Buy |
38,354
+6,131
| +19% | +$468K | 0.01% | 1093 |
|
|
2022
Q1 | $2.73M | Sell |
32,223
-3,008
| -9% | -$259K | 0.01% | 1199 |
|
|
2021
Q4 | $3.06M | Sell |
35,231
-635
| -2% | -$55.3K | 0.01% | 1135 |
|
|
2021
Q3 | $2.96M | Sell |
35,866
-53
| -0.1% | -$4.4K | 0.01% | 1057 |
|
|
2021
Q2 | $2.91M | Sell |
35,919
-462
| -1% | -$37.1K | 0.01% | 1035 |
|
|
2021
Q1 | $2.72M | Buy |
36,381
+5,298
| +17% | +$377K | 0.01% | 980 |
|
|
2020
Q4 | $2.08M | Buy |
31,083
+3,639
| +13% | +$225K | 0.01% | 891 |
|
|
2020
Q3 | $1.55M | Sell |
27,444
-4,230
| -13% | -$243K | 0.01% | 992 |
|
|
2020
Q2 | $1.75M | Buy |
31,674
+9,804
| +45% | +$523K | 0.01% | 857 |
|
|
2020
Q1 | $1.06M | Sell |
21,870
-5,000
| -19% | -$316K | 0.01% | 976 |
|
|
2019
Q4 | $1.85M | Sell |
26,870
-150
| -0.6% | -$9.95K | 0.01% | 881 |
|
|
2019
Q3 | $1.74M | Sell |
27,020
-24,666
| -48% | -$1.57M | 0.01% | 938 |
|
|
2019
Q2 | $3.25M | Sell |
51,686
-1,140
| -2% | -$70.2K | 0.02% | 721 |
|
|
2019
Q1 | $3.12M | Sell |
52,826
-38,890
| -42% | -$2.26M | 0.02% | 682 |
|
|
2018
Q4 | $4.88M | Buy |
91,716
+20,410
| +29% | +$1.17M | 0.04% | 459 |
|
|
2018
Q3 | $4.33M | Buy |
71,306
+154
| +0.2% | +$9.43K | 0.03% | 560 |
|
|
2018
Q2 | $4.17M | Buy |
71,152
+546
| +0.8% | +$32.5K | 0.03% | 555 |
|
|
2018
Q1 | $4.16M | Buy |
70,606
+4,266
| +6% | +$259K | 0.03% | 528 |
|
|
2017
Q4 | $3.97M | Buy |
66,340
+2,212
| +3% | +$128K | 0.03% | 568 |
|
|
2017
Q3 | $3.59M | Buy |
64,128
+1,830
| +3% | +$99.8K | 0.03% | 606 |
|
|
2017
Q2 | $3.35M | Sell |
62,298
-262
| -0.4% | -$13.7K | 0.03% | 610 |
|
|
2017
Q1 | $3.25M | Buy |
62,560
+20,502
| +49% | +$1.07M | 0.03% | 583 |
|
|
2016
Q4 | $2.13M | Buy |
+42,058
| New | +$2.01M | 0.02% | 681 |
|
|
2016
Q1 | – | Sell |
-10,076
| Closed | -$447K | – | 2134 |
|
|
2015
Q4 | $447K | Buy |
+10,076
| New | +$449K | 0.01% | 1376 |
|
Other funds holding IYF
PF
PCH
