Kesler Norman & Wride’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 | $551K | Sell |
4,554
-6,107
| -57% | -$739K | 0.1% | 179 |
|
|
2025
Q1 | $1.2M | Buy |
10,661
+532
| +5% | +$60K | 0.23% | 96 |
|
|
2024
Q4 | $1.12M | Buy |
10,129
+1,393
| +16% | +$154K | 0.24% | 92 |
|
|
2024
Q3 | $908K | Buy |
8,736
+4,570
| +110% | +$475K | 0.18% | 113 |
|
|
2024
Q2 | $394K | Sell |
4,166
-71
| -2% | -$6.71K | 0.08% | 147 |
|
|
2024
Q1 | $405K | Buy |
4,237
+1,177
| +38% | +$113K | 0.09% | 134 |
|
|
2023
Q4 | $261K | Buy |
+3,060
| New | +$261K | 0.06% | 145 |
|