Horan Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-142
| Closed | -$10.6K | – | 384 |
|
|
2023
Q2 | $10.6K | Hold |
142
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $10.1K | Hold |
142
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $10.7K | Hold |
142
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $10K | Hold |
142
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $10K | Hold |
142
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $12K | Hold |
142
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $12K | Buy |
+142
| New | +$12K | 0.01% | 301 |
|
|
2021
Q2 | $12K | Hold |
142
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $11K | Buy |
+142
| New | +$11K | 0.01% | 258 |
|