IFP 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 | $176K | Buy |
1,454
+15
| +1% | +$1.82K | 0.01% | 1332 |
|
|
2025
Q1 | $163K | Buy |
1,439
+703
| +96% | +$79.4K | 0.01% | 1270 |
|
|
2024
Q4 | $81.5K | Buy |
736
+626
| +569% | +$69.3K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $11.4K | Sell |
110
-523
| -83% | -$54.3K | ﹤0.01% | 2371 |
|
|
2024
Q2 | $59.9K | Buy |
633
+299
| +90% | +$28.3K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $31.9K | Hold |
334
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q4 | $28.5K | Buy |
334
+299
| +854% | +$25.5K | ﹤0.01% | 1778 |
|
|
2023
Q3 | $2.62K | Hold |
35
| – | – | ﹤0.01% | 2753 |
|
|
2023
Q2 | $2.61K | Sell |
35
-432
| -93% | -$32.2K | ﹤0.01% | 2787 |
|
|
2023
Q1 | $55.8K | Sell |
467
-2,606
| -85% | -$311K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $368K | Buy |
3,073
+855
| +39% | +$102K | 0.01% | 1034 |
|
|
2022
Q3 | $266K | Buy |
2,218
+205
| +10% | +$24.6K | 0.01% | 1255 |
|
|
2022
Q2 | $242K | Hold |
2,013
| – | – | 0.01% | 1181 |
|
|
2022
Q1 | $242K | Sell |
2,013
-989
| -33% | -$119K | 0.01% | 1181 |
|
|
2021
Q4 | $261K | Buy |
3,002
+426
| +17% | +$37K | 0.01% | 823 |
|
|
2021
Q3 | $213K | Sell |
2,576
-455
| -15% | -$37.6K | ﹤0.01% | 891 |
|
|
2021
Q2 | $245K | Buy |
3,031
+1,211
| +67% | +$97.9K | 0.01% | 805 |
|
|
2021
Q1 | $136K | Buy |
1,820
+169
| +10% | +$12.6K | ﹤0.01% | 1018 |
|
|
2020
Q4 | $110K | Buy |
1,651
+131
| +9% | +$8.73K | ﹤0.01% | 1086 |
|
|
2020
Q3 | $86K | Buy |
1,520
+334
| +28% | +$18.9K | 0.01% | 1064 |
|
|
2020
Q2 | $64K | Buy |
1,186
+330
| +39% | +$17.8K | 0.01% | 1101 |
|
|
2020
Q1 | $43K | Sell |
856
-172
| -17% | -$8.64K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $71K | Sell |
1,028
-96
| -9% | -$6.63K | 0.01% | 1104 |
|
|
2019
Q3 | $72K | Buy |
+1,124
| New | +$72K | ﹤0.01% | 1203 |
|
|
2019
Q1 | $5K | Sell |
80
-50,870
| -100% | -$3.18M | ﹤0.01% | 1859 |
|
|
2018
Q4 | $2.69M | Buy |
50,950
+16,062
| +46% | +$847K | 0.16% | 141 |
|
|
2018
Q3 | $2.12M | Buy |
34,888
+3,770
| +12% | +$229K | 0.09% | 245 |
|
|
2018
Q2 | $1.82M | Sell |
31,118
-1,544
| -5% | -$90.5K | 0.08% | 267 |
|
|
2018
Q1 | $1.95M | Hold |
32,662
| – | – | 0.09% | 238 |
|
|
2017
Q4 | $1.95M | Sell |
32,662
-228
| -0.7% | -$13.6K | 0.09% | 238 |
|
|
2017
Q3 | $1.84M | Buy |
32,890
+814
| +3% | +$45.6K | 0.07% | 278 |
|
|
2017
Q2 | $1.72M | Buy |
32,076
+236
| +0.7% | +$12.7K | 0.07% | 295 |
|
|
2017
Q1 | $1.66M | Buy |
31,840
+7,006
| +28% | +$364K | 0.07% | 296 |
|
|
2016
Q4 | $1.26M | Buy |
24,834
+6,298
| +34% | +$320K | 0.06% | 340 |
|
|
2016
Q3 | $834K | Buy |
18,536
+3,654
| +25% | +$164K | 0.04% | 407 |
|
|
2016
Q2 | $639K | Buy |
14,882
+14,802
| +18,503% | +$636K | 0.04% | 471 |
|
|
2016
Q1 | $5K | Sell |
80
-3,960
| -98% | -$248K | ﹤0.01% | 1859 |
|
|
2015
Q4 | $179K | Buy |
+4,040
| New | +$179K | 0.01% | 876 |
|