J.W. Cole 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
Q3 | $2.11M | Buy |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $834K | Buy |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $399K | Buy |
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