Kestra Private Wealth 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 | $1.32M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $998K | Buy |
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|
2024
Q1 | $892K | Buy |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $553K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $212K | Buy |
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