JFS Wealth Advisors’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 | $77K | Buy |
636
+2
| +0.3% | +$242 | ﹤0.01% | 407 |
|
|
2025
Q1 | $71.6K | Buy |
634
+2
| +0.3% | +$226 | ﹤0.01% | 413 |
|
|
2024
Q4 | $69.9K | Buy |
632
+2
| +0.3% | +$221 | ﹤0.01% | 405 |
|
|
2024
Q3 | $65.4K | Buy |
630
+3
| +0.5% | +$311 | ﹤0.01% | 423 |
|
|
2024
Q2 | $59.3K | Buy |
627
+2
| +0.3% | +$189 | ﹤0.01% | 391 |
|
|
2024
Q1 | $59.8K | Buy |
625
+2
| +0.3% | +$191 | ﹤0.01% | 395 |
|
|
2023
Q4 | $53.2K | Buy |
623
+6
| +1% | +$513 | ﹤0.01% | 394 |
|
|
2023
Q3 | $46.1K | Hold |
617
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $46K | Buy |
617
+2
| +0.3% | +$149 | ﹤0.01% | 381 |
|
|
2023
Q1 | $43.7K | Buy |
615
+3
| +0.5% | +$213 | ﹤0.01% | 389 |
|
|
2022
Q4 | $46.2K | Buy |
612
+12
| +2% | +$905 | ﹤0.01% | 374 |
|
|
2022
Q3 | $41K | Hold |
600
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $42K | Hold |
600
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $51K | Buy |
+600
| New | +$51K | ﹤0.01% | 425 |
|
|
2018
Q3 | – | Sell |
-58
| Closed | -$3K | – | 535 |
|
|
2018
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 453 |
|
|
2017
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 465 |
|
|
2017
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 409 |
|
|
2017
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 388 |
|
|
2017
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 410 |
|
|
2016
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 410 |
|
|
2016
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 445 |
|
|
2016
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 468 |
|
|
2016
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 519 |
|
|
2015
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 487 |
|
|
2015
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 440 |
|
|
2015
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 444 |
|
|
2015
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 445 |
|
|
2014
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 463 |
|
|
2014
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 432 |
|
|
2014
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 429 |
|