Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $270K | Buy |
|
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|
2015
Q4 | $1.38M | Sell |
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|
2015
Q3 | $1.39M | Sell |
|
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|
2015
Q2 | $1.81M | Sell |
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|
2015
Q1 | $1.93M | Sell |
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|
2014
Q4 | $2.17M | Sell |
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|
2014
Q3 | $2.52M | Sell |
|
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|
2014
Q2 | $2.9M | Sell |
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|
2014
Q1 | $3.89M | Sell |
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|
2013
Q4 | $4.13M | Sell |
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|
2013
Q3 | $7.13M | Buy |
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|
2013
Q2 | $5.82M | Buy |
|