Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-404
| Closed | -$38.2K | – | 444 |
|
|
2024
Q2 | $38.2K | Buy |
404
+2
| +0.5% | +$189 | 0.01% | 257 |
|
|
2024
Q1 | $38.5K | Buy |
402
+1
| +0.2% | +$96 | 0.01% | 255 |
|
|
2023
Q4 | $34.3K | Buy |
401
+4
| +1% | +$342 | 0.01% | 247 |
|
|
2023
Q3 | $29.7K | Hold |
397
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $29.6K | Buy |
397
+1
| +0.3% | +$75 | 0.01% | 247 |
|
|
2023
Q1 | $28.1K | Buy |
396
+2
| +0.5% | +$142 | 0.01% | 245 |
|
|
2022
Q4 | $29.7K | Buy |
394
+2
| +0.5% | +$151 | 0.02% | 223 |
|
|
2022
Q3 | $26.4K | Buy |
392
+2
| +0.5% | +$135 | 0.02% | 221 |
|
|
2022
Q2 | $27.3K | Sell |
390
-95
| -20% | -$6.64K | 0.01% | 223 |
|
|
2022
Q1 | $41K | Buy |
485
+2
| +0.4% | +$169 | 0.02% | 197 |
|
|
2021
Q4 | $41.8K | Buy |
483
+2
| +0.4% | +$173 | 0.02% | 203 |
|
|
2021
Q3 | $39.7K | Sell |
481
-32,182
| -99% | -$2.66M | 0.02% | 185 |
|
|
2021
Q2 | $403K | Buy |
+32,663
| New | +$403K | 0.02% | 207 |
|