Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
10,368
+26
| +0.3% | +$3.15K | 0.02% | 652 |
|
|
2025
Q1 | $1.17M | Sell |
10,342
-192
| -2% | -$21.7K | 0.02% | 623 |
|
|
2024
Q4 | $1.16M | Sell |
10,534
-171
| -2% | -$18.9K | 0.02% | 595 |
|
|
2024
Q3 | $1.11M | Buy |
10,705
+156
| +1% | +$16.2K | 0.02% | 584 |
|
|
2024
Q2 | $998K | Buy |
10,549
+1,226
| +13% | +$116K | 0.02% | 572 |
|
|
2024
Q1 | $892K | Buy |
9,323
+1,061
| +13% | +$101K | 0.02% | 584 |
|
|
2023
Q4 | $706K | Buy |
8,262
+818
| +11% | +$69.9K | 0.02% | 617 |
|
|
2023
Q3 | $557K | Hold |
7,444
| – | – | 0.02% | 629 |
|
|
2023
Q2 | $555K | Buy |
7,444
+107
| +1% | +$7.98K | 0.02% | 602 |
|
|
2023
Q1 | $522K | Buy |
7,337
+9
| +0.1% | +$640 | 0.02% | 584 |
|
|
2022
Q4 | $553K | Buy |
+7,328
| New | +$553K | 0.03% | 498 |
|
|
2022
Q3 | – | Sell |
-2,981
| Closed | -$209K | – | 937 |
|
|
2022
Q2 | $209K | Sell |
2,981
-95
| -3% | -$6.66K | 0.01% | 783 |
|
|
2022
Q1 | $260K | Buy |
3,076
+506
| +20% | +$42.8K | 0.01% | 792 |
|
|
2021
Q4 | $223K | Buy |
2,570
+5
| +0.2% | +$434 | 0.01% | 868 |
|
|
2021
Q3 | $212K | Buy |
+2,565
| New | +$212K | 0.01% | 829 |
|