JT Stratford LLC’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 | $340K | Sell |
2,810
-13
| -0.5% | -$1.57K | 0.05% | 228 |
|
|
2025
Q1 | $319K | Hold |
2,823
| – | – | 0.06% | 227 |
|
|
2024
Q4 | $312K | Hold |
2,823
| – | – | 0.05% | 232 |
|
|
2024
Q3 | $293K | Sell |
2,823
-186
| -6% | -$19.3K | 0.05% | 238 |
|
|
2024
Q2 | $285K | Sell |
3,009
-68
| -2% | -$6.43K | 0.05% | 232 |
|
|
2024
Q1 | $294K | Sell |
3,077
-712
| -19% | -$68.1K | 0.06% | 224 |
|
|
2023
Q4 | $324K | Buy |
3,789
+81
| +2% | +$6.92K | 0.07% | 202 |
|
|
2023
Q3 | $277K | Sell |
3,708
-110
| -3% | -$8.22K | 0.07% | 202 |
|
|
2023
Q2 | $285K | Sell |
3,818
-80
| -2% | -$5.97K | 0.08% | 200 |
|
|
2023
Q1 | $277K | Sell |
3,898
-1,031
| -21% | -$73.3K | 0.08% | 197 |
|
|
2022
Q4 | $372K | Sell |
4,929
-25
| -0.5% | -$1.89K | 0.12% | 166 |
|
|
2022
Q3 | $335K | Buy |
4,954
+199
| +4% | +$13.5K | 0.12% | 140 |
|
|
2022
Q2 | $333K | Buy |
4,755
+320
| +7% | +$22.4K | 0.11% | 164 |
|
|
2022
Q1 | $375K | Buy |
4,435
+320
| +8% | +$27.1K | 0.11% | 150 |
|
|
2021
Q4 | $357K | Buy |
4,115
+701
| +21% | +$60.8K | 0.1% | 162 |
|
|
2021
Q3 | $282K | Buy |
3,414
+135
| +4% | +$11.2K | 0.09% | 177 |
|
|
2021
Q2 | $266K | Buy |
+3,279
| New | +$266K | 0.09% | 179 |
|