IFP Advisors’s iShares MSCI BIC ETF BKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,460
| Closed | -$49.9K | – | 3128 |
|
|
2023
Q4 | $49.9K | Hold |
1,460
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q3 | $49.1K | Hold |
1,460
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q2 | $49.9K | Hold |
1,460
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q1 | $65.6K | Sell |
1,460
-197
| -12% | -$6.99K | ﹤0.01% | 1439 |
|
|
2022
Q4 | $75K | Hold |
1,657
| – | – | ﹤0.01% | 1944 |
|
|
2022
Q3 | $75K | Hold |
1,657
| – | – | ﹤0.01% | 2060 |
|
|
2022
Q2 | $75K | Hold |
1,657
| – | – | ﹤0.01% | 1884 |
|
|
2022
Q1 | $75K | Buy |
1,657
+197
| +13% | +$8.27K | ﹤0.01% | 1884 |
|
|
2021
Q4 | $65K | Hold |
1,460
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q3 | $70K | Hold |
1,460
| – | – | ﹤0.01% | 1447 |
|
|
2021
Q2 | $80K | Hold |
1,460
| – | – | ﹤0.01% | 1330 |
|
|
2021
Q1 | $77K | Hold |
1,460
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q4 | $76K | Hold |
1,460
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q3 | $68K | Hold |
1,460
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q2 | $61K | Hold |
1,460
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $54K | Hold |
1,460
| – | – | 0.01% | 1085 |
|
|
2019
Q4 | $66K | Sell |
1,460
-124
| -8% | -$5.29K | 0.01% | 1134 |
|
|
2019
Q3 | $64K | Buy |
+1,584
| New | +$65.1K | ﹤0.01% | 1255 |
|
|
2019
Q1 | $50K | Sell |
1,173
-487
| -29% | -$20.1K | 0.01% | 971 |
|
|
2018
Q4 | $62K | Hold |
1,660
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q3 | $67K | Hold |
1,660
| – | – | ﹤0.01% | 1723 |
|
|
2018
Q2 | $70K | Sell |
1,660
-203
| -11% | -$9.08K | ﹤0.01% | 1712 |
|
|
2018
Q1 | $83K | Hold |
1,863
| – | – | ﹤0.01% | 1493 |
|
|
2017
Q4 | $83K | Buy |
1,863
+203
| +12% | +$8.99K | ﹤0.01% | 1505 |
|
|
2017
Q3 | $71K | Sell |
1,660
-200
| -11% | -$8.23K | ﹤0.01% | 1766 |
|
|
2017
Q2 | $70K | Hold |
1,860
| – | – | ﹤0.01% | 1743 |
|
|
2017
Q1 | $68K | Buy |
1,860
+200
| +12% | +$7.01K | ﹤0.01% | 1737 |
|
|
2016
Q4 | $53K | Buy |
1,660
+200
| +14% | +$6.63K | ﹤0.01% | 1844 |
|
|
2016
Q3 | $50K | Hold |
1,460
| – | – | ﹤0.01% | 1814 |
|
|
2016
Q2 | $45K | Buy |
1,460
+287
| +24% | +$8.52K | ﹤0.01% | 1824 |
|
|
2016
Q1 | $50K | Sell |
1,173
-287
| -20% | -$7.75K | 0.01% | 971 |
|
|
2015
Q4 | $43K | Buy |
+1,460
| New | +$45.4K | ﹤0.01% | 1699 |
|
Other funds holding BKF
A
PP
FTUS
OMC
IFP Advisors's BKF Position: Q1 2024 in Review
IFP Advisors sold out of iShares MSCI BIC ETF (BKF) in Q1 2024, closing a stake of 1,460 shares — an estimated $49.9K sold.
IFP Advisors first reported a position in BKF in Q4 2015 and held it in 32 quarters. The position peaked at $83K in Q1 2018. 36 funds tracked by Wall St. Rank hold BKF as of Q1 2024.
- IFP Advisors reported no remaining iShares MSCI BIC ETF position as of Q1 2024 after selling out during the quarter.
- IFP Advisors sold 1,460 iShares MSCI BIC ETF shares in Q1 2024, an estimated $49.9K.
- IFP Advisors first reported a position in iShares MSCI BIC ETF in Q4 2015 and held it in 32 quarters.
- IFP Advisors's iShares MSCI BIC ETF position peaked at $83K in Q1 2018.
- 36 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2024.
Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.