KCFA
Key Client Fiduciary Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
2,988
+10
| +0.3% | +$1.21K | 0.15% | 134 |
|
|
2025
Q1 | $336K | Buy |
2,978
+9
| +0.3% | +$1.02K | 0.15% | 135 |
|
|
2024
Q4 | $328K | Buy |
2,969
+13
| +0.4% | +$1.44K | 0.14% | 137 |
|
|
2024
Q3 | $307K | Buy |
2,956
+10
| +0.3% | +$1.04K | 0.14% | 143 |
|
|
2024
Q2 | $279K | Buy |
2,946
+10
| +0.3% | +$946 | 0.14% | 145 |
|
|
2024
Q1 | $281K | Buy |
2,936
+5
| +0.2% | +$478 | 0.15% | 141 |
|
|
2023
Q4 | $250K | Buy |
2,931
+19
| +0.7% | +$1.62K | 0.15% | 147 |
|
|
2023
Q3 | $218K | Hold |
2,912
| – | – | 0.13% | 153 |
|
|
2023
Q2 | $217K | Sell |
2,912
-3
| -0.1% | -$224 | 0.13% | 160 |
|
|
2023
Q1 | $207K | Buy |
2,915
+14
| +0.5% | +$996 | 0.13% | 156 |
|
|
2022
Q4 | $219K | Sell |
2,901
-61
| -2% | -$4.6K | 0.15% | 141 |
|
|
2022
Q3 | $200K | Sell |
2,962
-1,238
| -29% | -$83.6K | 0.18% | 99 |
|
|
2022
Q2 | $294K | Sell |
4,200
-6
| -0.1% | -$420 | 0.29% | 82 |
|
|
2022
Q1 | $356K | Buy |
4,206
+460
| +12% | +$38.9K | 0.28% | 80 |
|
|
2021
Q4 | $325K | Buy |
+3,746
| New | +$325K | 0.27% | 84 |
|