HighTower 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 | $3.6M | Buy |
29,721
+670
| +2% | +$81.1K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $3.28M | Buy |
29,051
+8,017
| +38% | +$905K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $2.33M | Sell |
21,034
-839
| -4% | -$92.8K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $2.26M | Buy |
21,873
+57
| +0.3% | +$5.89K | ﹤0.01% | 1446 |
|
|
2024
Q2 | $2.05M | Buy |
21,816
+27
| +0.1% | +$2.54K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $2.07M | Sell |
21,789
-11,176
| -34% | -$1.06M | ﹤0.01% | 1415 |
|
|
2023
Q4 | $2.82M | Sell |
32,965
-1,170
| -3% | -$100K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $2.54M | Sell |
34,135
-833
| -2% | -$61.9K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $2.59M | Buy |
34,968
+204
| +0.6% | +$15.1K | 0.01% | 1208 |
|
|
2023
Q1 | $2.46M | Sell |
34,764
-987
| -3% | -$70K | 0.01% | 1167 |
|
|
2022
Q4 | $2.69M | Buy |
35,751
+2,855
| +9% | +$214K | 0.01% | 1117 |
|
|
2022
Q3 | $2.21M | Sell |
32,896
-5,458
| -14% | -$367K | 0.01% | 1177 |
|
|
2022
Q2 | $2.67M | Buy |
38,354
+6,131
| +19% | +$427K | 0.01% | 1090 |
|
|
2022
Q1 | $2.73M | Sell |
32,223
-3,008
| -9% | -$255K | 0.01% | 1198 |
|
|
2021
Q4 | $3.06M | Sell |
35,231
-635
| -2% | -$55.2K | 0.01% | 1131 |
|
|
2021
Q3 | $2.96M | Sell |
35,866
-53
| -0.1% | -$4.37K | 0.01% | 1057 |
|
|
2021
Q2 | $2.91M | Sell |
35,919
-462
| -1% | -$37.4K | 0.01% | 1035 |
|
|
2021
Q1 | $2.72M | Buy |
36,381
+5,298
| +17% | +$397K | 0.01% | 980 |
|
|
2020
Q4 | $2.08M | Buy |
31,083
+3,639
| +13% | +$244K | 0.01% | 890 |
|
|
2020
Q3 | $1.55M | Sell |
27,444
-4,230
| -13% | -$239K | 0.01% | 989 |
|
|
2020
Q2 | $1.75M | Buy |
31,674
+9,804
| +45% | +$542K | 0.01% | 856 |
|
|
2020
Q1 | $1.06M | Sell |
21,870
-5,000
| -19% | -$243K | 0.01% | 971 |
|
|
2019
Q4 | $1.85M | Sell |
26,870
-150
| -0.6% | -$10.3K | 0.01% | 880 |
|
|
2019
Q3 | $1.74M | Sell |
27,020
-24,666
| -48% | -$1.59M | 0.01% | 938 |
|
|
2019
Q2 | $3.25M | Sell |
51,686
-1,140
| -2% | -$71.6K | 0.02% | 721 |
|
|
2019
Q1 | $3.12M | Sell |
52,826
-38,890
| -42% | -$2.3M | 0.02% | 682 |
|
|
2018
Q4 | $4.88M | Buy |
91,716
+20,410
| +29% | +$1.09M | 0.04% | 459 |
|
|
2018
Q3 | $4.33M | Buy |
71,306
+154
| +0.2% | +$9.35K | 0.03% | 560 |
|
|
2018
Q2 | $4.17M | Buy |
71,152
+546
| +0.8% | +$32K | 0.03% | 555 |
|
|
2018
Q1 | $4.16M | Buy |
70,606
+4,266
| +6% | +$251K | 0.03% | 528 |
|
|
2017
Q4 | $3.97M | Buy |
66,340
+2,212
| +3% | +$132K | 0.03% | 568 |
|
|
2017
Q3 | $3.59M | Buy |
64,128
+1,830
| +3% | +$102K | 0.03% | 606 |
|
|
2017
Q2 | $3.36M | Sell |
62,298
-262
| -0.4% | -$14.1K | 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 | +$2.13M | 0.02% | 681 |
|
|
2016
Q1 | – | Sell |
-10,076
| Closed | -$447K | – | 2042 |
|
|
2015
Q4 | $447K | Buy |
+10,076
| New | +$447K | 0.01% | 1373 |
|