Joel Isaacson & Co’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 | $927K | Hold |
7,662
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $865K | Buy |
7,662
+222
| +3% | +$25.1K | 0.04% | 168 |
|
|
2024
Q4 | $823K | Hold |
7,440
| – | – | 0.04% | 166 |
|
|
2024
Q3 | $773K | Hold |
7,440
| – | – | 0.04% | 164 |
|
|
2024
Q2 | $704K | Hold |
7,440
| – | – | 0.04% | 166 |
|
|
2024
Q1 | $712K | Hold |
7,440
| – | – | 0.04% | 165 |
|
|
2023
Q4 | $635K | Sell |
7,440
-1,460
| -16% | -$125K | 0.04% | 164 |
|
|
2023
Q3 | $665K | Hold |
8,900
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $664K | Buy |
8,900
+5
| +0.1% | +$373 | 0.04% | 158 |
|
|
2023
Q1 | $633K | Buy |
8,895
+822
| +10% | +$58.5K | 0.05% | 159 |
|
|
2022
Q4 | $609K | Buy |
+8,073
| New | +$609K | 0.05% | 153 |
|