KCM Investment Advisors’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 | $1.47M | Buy |
12,162
+14
| +0.1% | +$1.69K | 0.05% | 179 |
|
|
2025
Q1 | $1.37M | Buy |
12,148
+624
| +5% | +$70.4K | 0.05% | 180 |
|
|
2024
Q4 | $1.27M | Sell |
11,524
-55
| -0.5% | -$6.08K | 0.04% | 188 |
|
|
2024
Q3 | $1.2M | Buy |
11,579
+15
| +0.1% | +$1.56K | 0.04% | 198 |
|
|
2024
Q2 | $1.09M | Sell |
11,564
-486
| -4% | -$46K | 0.04% | 202 |
|
|
2024
Q1 | $1.15M | Buy |
12,050
+14
| +0.1% | +$1.34K | 0.04% | 201 |
|
|
2023
Q4 | $1.03M | Buy |
12,036
+57
| +0.5% | +$4.87K | 0.04% | 209 |
|
|
2023
Q3 | $896K | Sell |
11,979
-10
| -0.1% | -$748 | 0.04% | 210 |
|
|
2023
Q2 | $895K | Buy |
11,989
+21
| +0.2% | +$1.57K | 0.04% | 216 |
|
|
2023
Q1 | $851K | Sell |
11,968
-574
| -5% | -$40.8K | 0.03% | 222 |
|
|
2022
Q4 | $947K | Buy |
12,542
+58
| +0.5% | +$4.38K | 0.04% | 210 |
|
|
2022
Q3 | $843K | Sell |
12,484
-3,194
| -20% | -$216K | 0.04% | 211 |
|
|
2022
Q2 | $1.1M | Sell |
15,678
-288
| -2% | -$20.2K | 0.05% | 199 |
|
|
2022
Q1 | $1.35M | Sell |
15,966
-219
| -1% | -$18.5K | 0.05% | 194 |
|
|
2021
Q4 | $1.4M | Buy |
16,185
+81
| +0.5% | +$7.02K | 0.05% | 194 |
|
|
2021
Q3 | $1.33M | Hold |
16,104
| – | – | 0.05% | 185 |
|
|
2021
Q2 | $1.31M | Buy |
16,104
+64
| +0.4% | +$5.19K | 0.05% | 183 |
|
|
2021
Q1 | $1.2M | Sell |
16,040
-150
| -0.9% | -$11.2K | 0.05% | 181 |
|
|
2020
Q4 | $1.08M | Buy |
16,190
+36
| +0.2% | +$2.4K | 0.05% | 181 |
|
|
2020
Q3 | $917K | Buy |
16,154
+56
| +0.3% | +$3.18K | 0.05% | 181 |
|
|
2020
Q2 | $887K | Buy |
16,098
+120
| +0.8% | +$6.61K | 0.05% | 186 |
|
|
2020
Q1 | $777K | Sell |
15,978
-7,242
| -31% | -$352K | 0.05% | 178 |
|
|
2019
Q4 | $1.6M | Sell |
23,220
-492
| -2% | -$33.9K | 0.09% | 146 |
|
|
2019
Q3 | $1.53M | Hold |
23,712
| – | – | 0.09% | 144 |
|
|
2019
Q2 | $1.49M | Buy |
23,712
+46
| +0.2% | +$2.89K | 0.09% | 149 |
|
|
2019
Q1 | $1.4M | Buy |
23,666
+52
| +0.2% | +$3.07K | 0.09% | 150 |
|
|
2018
Q4 | $1.26M | Buy |
23,614
+102
| +0.4% | +$5.43K | 0.08% | 201 |
|
|
2018
Q3 | $1.43M | Buy |
23,512
+46
| +0.2% | +$2.79K | 0.08% | 200 |
|
|
2018
Q2 | $1.38M | Hold |
23,466
| – | – | 0.08% | 194 |
|
|
2018
Q1 | $1.38M | Buy |
23,466
+38
| +0.2% | +$2.24K | 0.08% | 214 |
|
|
2017
Q4 | $1.4M | Buy |
23,428
+84
| +0.4% | +$5.02K | 0.08% | 220 |
|
|
2017
Q3 | $1.31M | Buy |
23,344
+40
| +0.2% | +$2.24K | 0.08% | 227 |
|
|
2017
Q2 | $1.25M | Hold |
23,304
| – | – | 0.08% | 232 |
|
|
2017
Q1 | $1.21M | Sell |
23,304
-164
| -0.7% | -$8.53K | 0.08% | 234 |
|
|
2016
Q4 | $1.19M | Buy |
23,468
+114
| +0.5% | +$5.79K | 0.08% | 232 |
|
|
2016
Q3 | $1.05M | Sell |
23,354
-60
| -0.3% | -$2.7K | 0.07% | 241 |
|
|
2016
Q2 | $1.01M | Sell |
23,414
-286
| -1% | -$12.3K | 0.07% | 241 |
|
|
2016
Q1 | $1M | Buy |
23,700
+66
| +0.3% | +$2.79K | 0.07% | 230 |
|
|
2015
Q4 | $1.04M | Sell |
23,634
-3,022
| -11% | -$133K | 0.08% | 226 |
|
|
2015
Q3 | $1.12M | Buy |
26,656
+18
| +0.1% | +$757 | 0.09% | 226 |
|
|
2015
Q2 | $1.2M | Sell |
26,638
-1,354
| -5% | -$60.7K | 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% | +$131K | 0.11% | 215 |
|
|
2014
Q3 | $1.05M | Buy |
25,054
+18
| +0.1% | +$754 | 0.1% | 229 |
|
|
2014
Q2 | $1.04M | Buy |
25,036
+170
| +0.7% | +$7.07K | 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 | +$889K | 0.11% | 210 |
|