IFWM
Institute for Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,102
| Closed | -$290K | – | 542 |
|
|
2019
Q4 | $290K | Sell |
2,102
-49
| -2% | -$6.76K | 0.07% | 352 |
|
|
2019
Q3 | $277K | Hold |
2,151
| – | – | 0.07% | 340 |
|
|
2019
Q2 | $270K | Buy |
+2,151
| New | +$270K | 0.06% | 374 |
|
|
2015
Q4 | $1.38M | Sell |
15,560
-967
| -6% | -$85.5K | 2.05% | 14 |
|
|
2015
Q3 | $1.39M | Sell |
16,527
-3,678
| -18% | -$309K | 2.64% | 18 |
|
|
2015
Q2 | $1.81M | Sell |
20,205
-1,510
| -7% | -$135K | 2.34% | 17 |
|
|
2015
Q1 | $1.93M | Sell |
21,715
-2,395
| -10% | -$213K | 2.13% | 15 |
|
|
2014
Q4 | $2.18M | Sell |
24,110
-5,984
| -20% | -$540K | 2.29% | 13 |
|
|
2014
Q3 | $2.52M | Sell |
30,094
-4,739
| -14% | -$397K | 2.4% | 15 |
|
|
2014
Q2 | $2.9M | Sell |
34,833
-12,738
| -27% | -$1.06M | 2.51% | 14 |
|
|
2014
Q1 | $3.89M | Sell |
47,571
-3,944
| -8% | -$322K | 3.33% | 7 |
|
|
2013
Q4 | $4.13M | Sell |
51,515
-45,736
| -47% | -$3.67M | 2.98% | 8 |
|
|
2013
Q3 | $7.13M | Buy |
97,251
+15,883
| +20% | +$1.16M | 4.9% | 4 |
|
|
2013
Q2 | $5.82M | Buy |
+81,368
| New | +$5.82M | 4.67% | 5 |
|