Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Buy |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $205K | Buy |
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