IPG Investment Advisors’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
Q2 | $283K | Sell |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $683K | Sell |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $637K | Hold |
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|
2018
Q3 | $728K | Sell |
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|
2018
Q2 | $750K | Buy |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $589K | Sell |
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|
2017
Q3 | $797K | Buy |
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|
2017
Q2 | $653K | Sell |
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|
2017
Q1 | $990K | Hold |
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|
2016
Q4 | $965K | Buy |
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|
2016
Q3 | $836K | Buy |
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|
2016
Q2 | $606K | Buy |
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|
2016
Q1 | $467K | Sell |
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|
2015
Q4 | $563K | Hold |
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|
2015
Q3 | $536K | Sell |
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|
2015
Q2 | $695K | Buy |
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|
2015
Q1 | $671K | Sell |
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|
2014
Q4 | $770K | Sell |
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|
2014
Q3 | $887K | Buy |
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|
2014
Q2 | $446K | Buy |
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|
2014
Q1 | $409K | Hold |
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|
2013
Q4 | $401K | Buy |
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