Jones Financial Companies’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 | $7.99M | Buy |
66,586
+10,514
| +19% | +$1.26M | 0.01% | 399 |
|
|
2025
Q1 | $6.26M | Buy |
56,072
+20,067
| +56% | +$2.24M | 0.01% | 377 |
|
|
2024
Q4 | $3.98M | Buy |
36,005
+14,929
| +71% | +$1.65M | ﹤0.01% | 398 |
|
|
2024
Q3 | $2.18M | Buy |
21,076
+13,322
| +172% | +$1.38M | ﹤0.01% | 436 |
|
|
2024
Q2 | $733K | Buy |
7,754
+6,530
| +533% | +$618K | ﹤0.01% | 476 |
|
|
2024
Q1 | $117K | Buy |
+1,224
| New | +$117K | ﹤0.01% | 560 |
|
|
2021
Q1 | – | Sell |
-54
| Closed | -$4K | – | 820 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 526 |
|