KKM Financial’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 | $3.89M | Sell |
32,134
-2,028
| -6% | -$245K | 1.35% | 20 |
|
|
2025
Q1 | $3.86M | Sell |
34,162
-1,060
| -3% | -$120K | 1.63% | 10 |
|
|
2024
Q4 | $4.02M | Buy |
35,222
+13,246
| +60% | +$1.51M | 1.68% | 14 |
|
|
2024
Q3 | $2.28M | Sell |
21,976
-18,833
| -46% | -$1.96M | 1.13% | 39 |
|
|
2024
Q2 | $3.7M | Buy |
40,809
+774
| +2% | +$70.2K | 1.76% | 10 |
|
|
2024
Q1 | $3.83M | Buy |
40,035
+20,259
| +102% | +$1.94M | 1.87% | 9 |
|
|
2023
Q4 | $1.69M | Buy |
+19,776
| New | +$1.69M | 1.06% | 43 |
|