Key Client Fiduciary Advisors’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 | $380K | Buy |
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|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $325K | Buy |
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