Kestra Advisory Services’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.2M | Sell |
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|
2025
Q2 | $20.1M | Buy |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $17.5M | Buy |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $3.74M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $980K | Buy |
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|
2022
Q2 | $977K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $971K | Sell |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $636K | Buy |
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