Integrated Wealth Concepts’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 | $393K | Sell |
3,245
-1,037
| -24% | -$125K | ﹤0.01% | 1411 |
|
|
2025
Q1 | $483K | Buy |
4,282
+1,343
| +46% | +$152K | 0.01% | 1157 |
|
|
2024
Q4 | $325K | Buy |
2,939
+23
| +0.8% | +$2.54K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $303K | Sell |
2,916
-226
| -7% | -$23.5K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $297K | Buy |
3,142
+218
| +7% | +$20.6K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $280K | Sell |
2,924
-276
| -9% | -$26.4K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $273K | Sell |
3,200
-50
| -2% | -$4.27K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $243K | Sell |
3,250
-385
| -11% | -$28.8K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $271K | Sell |
3,635
-64
| -2% | -$4.78K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $263K | Sell |
3,699
-871
| -19% | -$61.9K | 0.01% | 1112 |
|
|
2022
Q4 | $345K | Sell |
4,570
-896
| -16% | -$67.6K | 0.01% | 772 |
|
|
2022
Q3 | $369K | Sell |
5,466
-3,031
| -36% | -$205K | 0.01% | 679 |
|
|
2022
Q2 | $595K | Sell |
8,497
-5,273
| -38% | -$369K | 0.02% | 551 |
|
|
2022
Q1 | $1.16M | Buy |
13,770
+5,526
| +67% | +$467K | 0.04% | 359 |
|
|
2021
Q4 | $715K | Buy |
8,244
+5,493
| +200% | +$476K | 0.02% | 522 |
|
|
2021
Q3 | $227K | Buy |
2,751
+225
| +9% | +$18.6K | 0.01% | 840 |
|
|
2021
Q2 | $205K | Buy |
+2,526
| New | +$205K | 0.01% | 768 |
|