IHT Wealth Management’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 | $1.03M | Sell |
8,492
-256
| -3% | -$31K | 0.03% | 494 |
|
|
2025
Q1 | $987K | Buy |
8,748
+202
| +2% | +$22.8K | 0.03% | 475 |
|
|
2024
Q4 | $945K | Sell |
8,546
-58
| -0.7% | -$6.41K | 0.03% | 469 |
|
|
2024
Q3 | $894K | Buy |
8,604
+988
| +13% | +$103K | 0.03% | 528 |
|
|
2024
Q2 | $720K | Buy |
7,616
+1,239
| +19% | +$117K | 0.03% | 526 |
|
|
2024
Q1 | $610K | Buy |
6,377
+2,498
| +64% | +$239K | 0.02% | 568 |
|
|
2023
Q4 | $331K | Sell |
3,879
-380
| -9% | -$32.5K | 0.01% | 731 |
|
|
2023
Q3 | $318K | Sell |
4,259
-33
| -0.8% | -$2.47K | 0.02% | 705 |
|
|
2023
Q2 | $320K | Sell |
4,292
-200
| -4% | -$14.9K | 0.02% | 696 |
|
|
2023
Q1 | $320K | Sell |
4,492
-144
| -3% | -$10.2K | 0.02% | 676 |
|
|
2022
Q4 | $350K | Buy |
4,636
+63
| +1% | +$4.76K | 0.02% | 598 |
|
|
2022
Q3 | $309K | Sell |
4,573
-303
| -6% | -$20.5K | 0.02% | 610 |
|
|
2022
Q2 | $341K | Sell |
4,876
-93
| -2% | -$6.5K | 0.03% | 487 |
|
|
2022
Q1 | $420K | Sell |
4,969
-27
| -0.5% | -$2.28K | 0.03% | 461 |
|
|
2021
Q4 | $433K | Buy |
4,996
+55
| +1% | +$4.77K | 0.03% | 482 |
|
|
2021
Q3 | $408K | Sell |
4,941
-22,766
| -82% | -$1.88M | 0.03% | 495 |
|
|
2021
Q2 | $2.25M | Buy |
27,707
+22,407
| +423% | +$1.82M | 0.14% | 148 |
|
|
2021
Q1 | $397K | Sell |
5,300
-934
| -15% | -$70K | 0.03% | 534 |
|
|
2020
Q4 | $416K | Sell |
6,234
-528
| -8% | -$35.2K | 0.03% | 466 |
|
|
2020
Q3 | $384K | Sell |
6,762
-2,694
| -28% | -$153K | 0.04% | 410 |
|
|
2020
Q2 | $521K | Sell |
9,456
-2,106
| -18% | -$116K | 0.07% | 280 |
|
|
2020
Q1 | $562K | Buy |
11,562
+554
| +5% | +$26.9K | 0.08% | 268 |
|
|
2019
Q4 | $758K | Sell |
11,008
-166
| -1% | -$11.4K | 0.09% | 260 |
|
|
2019
Q3 | $719K | Sell |
11,174
-162
| -1% | -$10.4K | 0.1% | 245 |
|
|
2019
Q2 | $712K | Sell |
11,336
-144
| -1% | -$9.04K | 0.1% | 225 |
|
|
2019
Q1 | $678K | Buy |
11,480
+24
| +0.2% | +$1.42K | 0.11% | 212 |
|
|
2018
Q4 | $609K | Sell |
11,456
-480
| -4% | -$25.5K | 0.12% | 206 |
|
|
2018
Q3 | $725K | Buy |
11,936
+566
| +5% | +$34.4K | 0.16% | 165 |
|
|
2018
Q2 | $666K | Buy |
11,370
+962
| +9% | +$56.3K | 0.17% | 157 |
|
|
2018
Q1 | $601K | Buy |
10,408
+1,316
| +14% | +$76K | 0.16% | 161 |
|
|
2017
Q4 | $549K | Buy |
9,092
+1,362
| +18% | +$82.2K | 0.15% | 174 |
|
|
2017
Q3 | $439K | Sell |
7,730
-1,168
| -13% | -$66.3K | 0.19% | 131 |
|
|
2017
Q2 | $183 | Buy |
8,898
+6,098
| +218% | +$125 | 0.09% | 245 |
|
|
2017
Q1 | $124K | Buy |
2,800
+52
| +2% | +$2.3K | 0.08% | 248 |
|
|
2016
Q4 | $140K | Buy |
+2,748
| New | +$140K | 0.11% | 216 |
|