KCM Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

KCM Investment Advisors’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Sell	11,892 -252	-2%	-$31.3K	0.05%	189
2025 Q4	$1.57M	Sell	12,144 -56	-0.5%	-$7.01K	0.05%	184
2025 Q3	$1.55M	Buy	12,200 +38	+0.3%	+$4.7K	0.05%	181
2025 Q2	$1.47M	Buy	12,162 +14	+0.1%	+$1.58K	0.05%	179
2025 Q1	$1.37M	Buy	12,148 +624	+5%	+$71.5K	0.05%	180
2024 Q4	$1.27M	Sell	11,524 -55	-0.5%	-$6.13K	0.04%	188
2024 Q3	$1.2M	Buy	11,579 +15	+0.1%	+$1.5K	0.04%	198
2024 Q2	$1.09M	Sell	11,564 -486	-4%	-$45.5K	0.04%	202
2024 Q1	$1.15M	Buy	12,050 +14	+0.1%	+$1.25K	0.04%	201
2023 Q4	$1.03M	Buy	12,036 +57	+0.5%	+$4.44K	0.04%	209
2023 Q3	$896K	Sell	11,979 -10	-0.1%	-$771	0.04%	210
2023 Q2	$895K	Buy	11,989 +21	+0.2%	+$1.51K	0.04%	216
2023 Q1	$851K	Sell	11,968 -574	-5%	-$44.1K	0.03%	222
2022 Q4	$947K	Buy	12,542 +58	+0.5%	+$4.35K	0.04%	210
2022 Q3	$843K	Sell	12,484 -3,194	-20%	-$235K	0.04%	211
2022 Q2	$1.1M	Sell	15,678 -288	-2%	-$22K	0.05%	199
2022 Q1	$1.35M	Sell	15,966 -219	-1%	-$18.9K	0.05%	194
2021 Q4	$1.4M	Buy	16,185 +81	+0.5%	+$7.05K	0.05%	194
2021 Q3	$1.33M	Hold	16,104	–	–	0.05%	185
2021 Q2	$1.3M	Buy	16,104 +64	+0.4%	+$5.14K	0.05%	183
2021 Q1	$1.2M	Sell	16,040 -150	-0.9%	-$10.7K	0.05%	181
2020 Q4	$1.08M	Buy	16,190 +36	+0.2%	+$2.22K	0.05%	181
2020 Q3	$917K	Buy	16,154 +56	+0.3%	+$3.21K	0.05%	181
2020 Q2	$887K	Buy	16,098 +120	+0.8%	+$6.4K	0.05%	186
2020 Q1	$777K	Sell	15,978 -7,242	-31%	-$458K	0.05%	178
2019 Q4	$1.6M	Sell	23,220 -492	-2%	-$32.6K	0.09%	146
2019 Q3	$1.53M	Hold	23,712	–	–	0.09%	144
2019 Q2	$1.49M	Buy	23,712 +46	+0.2%	+$2.83K	0.09%	149
2019 Q1	$1.4M	Buy	23,666 +52	+0.2%	+$3.02K	0.09%	150
2018 Q4	$1.26M	Buy	23,614 +102	+0.4%	+$5.85K	0.08%	201
2018 Q3	$1.43M	Buy	23,512 +46	+0.2%	+$2.82K	0.08%	200
2018 Q2	$1.38M	Hold	23,466	–	–	0.08%	194
2018 Q1	$1.38M	Buy	23,466 +38	+0.2%	+$2.31K	0.08%	214
2017 Q4	$1.4M	Buy	23,428 +84	+0.4%	+$4.88K	0.08%	220
2017 Q3	$1.31M	Buy	23,344 +40	+0.2%	+$2.18K	0.08%	227
2017 Q2	$1.25M	Hold	23,304	–	–	0.08%	232
2017 Q1	$1.21M	Sell	23,304 -164	-0.7%	-$8.56K	0.08%	234
2016 Q4	$1.19M	Buy	23,468 +114	+0.5%	+$5.44K	0.08%	232
2016 Q3	$1.05M	Sell	23,354 -60	-0.3%	-$2.69K	0.07%	241
2016 Q2	$1.01M	Sell	23,414 -286	-1%	-$12.4K	0.07%	241
2016 Q1	$1M	Buy	23,700 +66	+0.3%	+$2.68K	0.07%	230
2015 Q4	$1.04M	Sell	23,634 -3,022	-11%	-$135K	0.08%	226
2015 Q3	$1.12M	Buy	26,656 +18	+0.1%	+$803	0.09%	226
2015 Q2	$1.2M	Sell	26,638 -1,354	-5%	-$61.3K	0.1%	227
2015 Q1	$1.25M	Buy	27,992 +24	+0.1%	+$1.07K	0.1%	223
2014 Q4	$1.26M	Buy	27,968 +2,914	+12%	+$127K	0.11%	215
2014 Q3	$1.05M	Buy	25,054 +18	+0.1%	+$755	0.1%	229
2014 Q2	$1.04M	Buy	25,036 +170	+0.7%	+$6.91K	0.1%	227
2014 Q1	$1.02M	Hold	24,866	–	–	0.11%	218
2013 Q4	$997K	Hold	24,866	–	–	0.11%	211
2013 Q3	$911K	Hold	24,866	–	–	0.11%	215
2013 Q2	$889K	Buy	+24,866	New	+$878K	0.11%	210