Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $647K | Sell |
5,500
-164
| -3% | -$20.4K | 0.11% | 105 |
|
|
2025
Q4 | $742K | Sell |
5,664
-597
| -10% | -$74.7K | 0.13% | 98 |
|
|
2025
Q3 | $793K | Buy |
6,261
+2,407
| +62% | +$298K | 0.14% | 97 |
|
|
2025
Q2 | $435K | Hold |
3,854
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $435K | Buy |
3,854
+353
| +10% | +$40.4K | 0.09% | 114 |
|
|
2024
Q4 | $387K | Sell |
3,501
-2,495
| -42% | -$278K | 0.08% | 115 |
|
|
2024
Q3 | $623K | Buy |
5,996
+60
| +1% | +$6.02K | 0.13% | 96 |
|
|
2024
Q2 | $561K | Buy |
5,936
+279
| +5% | +$26.1K | 0.13% | 101 |
|
|
2024
Q1 | $541K | Sell |
5,657
-88
| -2% | -$7.84K | 0.12% | 105 |
|
|
2023
Q4 | $491K | Sell |
5,745
-116
| -2% | -$9.04K | 0.12% | 103 |
|
|
2023
Q3 | $438K | Sell |
5,861
-49,958
| -89% | -$3.85M | 0.12% | 99 |
|
|
2023
Q2 | $4.16M | Buy |
55,819
+360
| +0.6% | +$26K | 1.1% | 24 |
|
|
2023
Q1 | $3.95M | Buy |
55,459
+793
| +1% | +$61K | 1.1% | 21 |
|
|
2022
Q4 | $4.13M | Sell |
54,666
-1,523
| -3% | -$114K | 1.29% | 20 |
|
|
2022
Q3 | $3.8M | Sell |
56,189
-416
| -0.7% | -$30.6K | 1.26% | 22 |
|
|
2022
Q2 | $3.96M | Buy |
56,605
+1,835
| +3% | +$140K | 1.27% | 21 |
|
|
2022
Q1 | $4.63M | Buy |
54,770
+19,422
| +55% | +$1.67M | 1.31% | 22 |
|
|
2021
Q4 | $3.06M | Sell |
35,348
-51
| -0.1% | -$4.44K | 0.84% | 29 |
|
|
2021
Q3 | $2.92M | Sell |
35,399
-312
| -0.9% | -$25.9K | 0.86% | 28 |
|
|
2021
Q2 | $2.89M | Sell |
35,711
-614
| -2% | -$49.4K | 0.87% | 27 |
|
|
2021
Q1 | $2.72M | Buy |
36,325
+12,511
| +53% | +$889K | 0.89% | 26 |
|
|
2020
Q4 | $1.59M | Sell |
23,814
-272
| -1% | -$16.8K | 0.6% | 26 |
|
|
2020
Q3 | $1.37M | Sell |
24,086
-316
| -1% | -$18.1K | 0.69% | 25 |
|
|
2020
Q2 | $1.34M | Buy |
24,402
+24,092
| +7,772% | +$1.29M | 0.73% | 23 |
|
|
2020
Q1 | $15K | Sell |
310
-1,350
| -81% | -$85.4K | 0.01% | 182 |
|
|
2019
Q4 | $114K | Hold |
1,660
| – | – | 0.05% | 70 |
|
|
2019
Q3 | $107K | Hold |
1,660
| – | – | 0.05% | 71 |
|
|
2019
Q2 | $104K | Hold |
1,660
| – | – | 0.05% | 74 |
|
|
2019
Q1 | $98K | Hold |
1,660
| – | – | 0.05% | 74 |
|
|
2018
Q4 | $88K | Hold |
1,660
| – | – | 0.05% | 75 |
|
|
2018
Q3 | $101K | Hold |
1,660
| – | – | 0.05% | 75 |
|
|
2018
Q2 | $97K | Hold |
1,660
| – | – | 0.06% | 65 |
|
|
2018
Q1 | $98K | Hold |
1,660
| – | – | 0.11% | 52 |
|
|
2017
Q4 | $99K | Hold |
1,660
| – | – | 0.06% | 61 |
|
|
2017
Q3 | $93K | Hold |
1,660
| – | – | 0.06% | 69 |
|
|
2017
Q2 | $89K | Hold |
1,660
| – | – | 0.06% | 66 |
|
|
2017
Q1 | $86K | Hold |
1,660
| – | – | 0.06% | 67 |
|
|
2016
Q4 | $84K | Hold |
1,660
| – | – | 0.06% | 68 |
|
|
2016
Q3 | $75K | Hold |
1,660
| – | – | 0.05% | 75 |
|
|
2016
Q2 | $71K | Hold |
1,660
| – | – | 0.05% | 77 |
|
|
2016
Q1 | $70K | Buy |
+1,660
| New | +$67.3K | 0.05% | 77 |
|
|
2015
Q3 | $70K | Hold |
1,660
| – | – | 0.03% | 98 |
|
|
2015
Q2 | $74K | Hold |
1,660
| – | – | 0.04% | 95 |
|
|
2015
Q1 | $74K | Hold |
1,660
| – | – | 0.04% | 96 |
|
|
2014
Q4 | $75K | Buy |
+1,660
| New | +$72.2K | 0.04% | 88 |
|
Other funds holding IYF
PF
PCH
