Joel Isaacson & Co’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 | $970K | Hold |
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|
2025
Q2 | $927K | Hold |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $823K | Hold |
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|
2024
Q3 | $773K | Hold |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $712K | Hold |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $609K | Buy |
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