Insigneo Advisory Services’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 | $324K | Sell |
2,674
-1,159
| -30% | -$140K | 0.03% | 439 |
|
|
2025
Q1 | $433K | Buy |
3,833
+764
| +25% | +$86.2K | 0.04% | 336 |
|
|
2024
Q4 | $339K | Hold |
3,069
| – | – | 0.04% | 392 |
|
|
2024
Q3 | $319K | Buy |
3,069
+649
| +27% | +$67.4K | 0.03% | 433 |
|
|
2024
Q2 | $227K | Sell |
2,420
-649
| -21% | -$60.9K | 0.03% | 474 |
|
|
2024
Q1 | $294K | Hold |
3,069
| – | – | 0.03% | 388 |
|
|
2023
Q4 | $262K | Hold |
3,069
| – | – | 0.04% | 362 |
|
|
2023
Q3 | $231K | Buy |
+3,069
| New | +$231K | 0.05% | 338 |
|