Insigneo Advisory Services’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $819K | Buy |
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|
2025
Q4 | $623K | Buy |
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|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $231K | Buy |
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