Investment Advisory Group’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 | $346K | Hold |
2,860
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $323K | Buy |
2,860
+125
| +5% | +$14.1K | 0.11% | 124 |
|
|
2024
Q4 | $302K | Sell |
2,735
-79
| -3% | -$8.74K | 0.1% | 124 |
|
|
2024
Q3 | $292K | Buy |
2,814
+1
| +0% | +$104 | 0.1% | 133 |
|
|
2024
Q2 | $266K | Hold |
2,813
| – | – | 0.1% | 130 |
|
|
2024
Q1 | $269K | Buy |
2,813
+1
| +0% | +$96 | 0.11% | 128 |
|
|
2023
Q4 | $240K | Buy |
2,812
+2
| +0.1% | +$171 | 0.11% | 128 |
|
|
2023
Q3 | $210K | Hold |
2,810
| – | – | 0.11% | 133 |
|
|
2023
Q2 | $210K | Buy |
+2,810
| New | +$210K | 0.11% | 133 |
|
|
2023
Q1 | – | Sell |
-2,808
| Closed | -$212K | – | 140 |
|
|
2022
Q4 | $212K | Buy |
+2,808
| New | +$212K | 0.13% | 127 |
|
|
2022
Q2 | – | Sell |
-2,805
| Closed | -$235K | – | 132 |
|
|
2022
Q1 | $235K | Buy |
2,805
+1
| +0% | +$84 | 0.14% | 114 |
|
|
2021
Q4 | $251K | Buy |
+2,804
| New | +$251K | 0.16% | 101 |
|