KA
Kovack 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 | $2.39M | Buy |
19,722
+40
| +0.2% | +$4.84K | 0.23% | 85 |
|
|
2025
Q1 | $2.22M | Sell |
19,682
-146
| -0.7% | -$16.5K | 0.24% | 85 |
|
|
2024
Q4 | $2.19M | Buy |
19,828
+897
| +5% | +$99.2K | 0.22% | 82 |
|
|
2024
Q3 | $1.97M | Sell |
18,931
-1,362
| -7% | -$142K | 0.21% | 93 |
|
|
2024
Q2 | $1.92M | Sell |
20,293
-860
| -4% | -$81.3K | 0.21% | 103 |
|
|
2024
Q1 | $2.02M | Sell |
21,153
-11
| -0.1% | -$1.05K | 0.25% | 86 |
|
|
2023
Q4 | $1.81M | Sell |
21,164
-83
| -0.4% | -$7.09K | 0.21% | 105 |
|
|
2023
Q3 | $1.59M | Sell |
21,247
-5,865
| -22% | -$438K | 0.22% | 103 |
|
|
2023
Q2 | $2.02M | Sell |
27,112
-325
| -1% | -$24.2K | 0.26% | 76 |
|
|
2023
Q1 | $1.95M | Buy |
27,437
+1,032
| +4% | +$73.4K | 0.27% | 78 |
|
|
2022
Q4 | $1.99M | Sell |
26,405
-5,205
| -16% | -$393K | 0.29% | 73 |
|
|
2022
Q3 | $2.14M | Buy |
31,610
+462
| +1% | +$31.2K | 0.31% | 65 |
|
|
2022
Q2 | $2.18M | Sell |
31,148
-375
| -1% | -$26.2K | 0.29% | 81 |
|
|
2022
Q1 | $2.66M | Buy |
31,523
+2,336
| +8% | +$197K | 0.27% | 78 |
|
|
2021
Q4 | $2.53M | Sell |
29,187
-527
| -2% | -$45.7K | 0.24% | 93 |
|
|
2021
Q3 | $2.45M | Sell |
29,714
-11,563
| -28% | -$955K | 0.27% | 93 |
|
|
2021
Q2 | $3.35M | Buy |
41,277
+1,836
| +5% | +$149K | 0.38% | 61 |
|
|
2021
Q1 | $2.95M | Buy |
39,441
+15,077
| +62% | +$1.13M | 0.38% | 64 |
|
|
2020
Q4 | $1.63M | Buy |
24,364
+13,341
| +121% | +$891K | 0.23% | 110 |
|
|
2020
Q3 | $1.25M | Sell |
11,023
-6,230
| -36% | -$707K | 0.22% | 114 |
|
|
2020
Q2 | $1.9M | Buy |
17,253
+441
| +3% | +$48.6K | 0.37% | 72 |
|
|
2020
Q1 | $1.64M | Buy |
16,812
+93
| +0.6% | +$9.04K | 0.38% | 72 |
|
|
2019
Q4 | $2.3M | Buy |
16,719
+6,439
| +63% | +$887K | 0.41% | 60 |
|
|
2019
Q3 | $1.32M | Sell |
10,280
-5,884
| -36% | -$757K | 0.27% | 90 |
|
|
2019
Q2 | $2.03M | Buy |
16,164
+5,707
| +55% | +$717K | 0.46% | 50 |
|
|
2019
Q1 | $1.24M | Sell |
10,457
-2,713
| -21% | -$320K | 0.31% | 78 |
|
|
2018
Q4 | $1.4M | Buy |
13,170
+1,185
| +10% | +$126K | 0.41% | 62 |
|
|
2018
Q3 | $1.46M | Sell |
11,985
-823
| -6% | -$100K | 0.38% | 71 |
|
|
2018
Q2 | $1.5M | Buy |
12,808
+1,998
| +18% | +$234K | 0.42% | 52 |
|
|
2018
Q1 | $1.27M | Sell |
10,810
-4,891
| -31% | -$576K | 0.32% | 70 |
|
|
2017
Q4 | $1.88M | Buy |
15,701
+764
| +5% | +$91.2K | 0.47% | 40 |
|
|
2017
Q3 | $1.68M | Sell |
14,937
-6,498
| -30% | -$729K | 0.56% | 32 |
|
|
2017
Q2 | $2.31M | Sell |
21,435
-266
| -1% | -$28.6K | 0.73% | 19 |
|
|
2017
Q1 | $2.26M | Buy |
21,701
+3,267
| +18% | +$340K | 0.88% | 19 |
|
|
2016
Q4 | $1.87M | Buy |
18,434
+143
| +0.8% | +$14.5K | 0.89% | 23 |
|
|
2016
Q3 | $1.65M | Sell |
18,291
-354
| -2% | -$31.9K | 0.8% | 25 |
|
|
2016
Q2 | $1.6M | Buy |
18,645
+1,156
| +7% | +$99.3K | 0.85% | 24 |
|
|
2016
Q1 | $1.48M | Sell |
17,489
-5,198
| -23% | -$440K | 0.93% | 24 |
|
|
2015
Q4 | $2.01M | Buy |
22,687
+40
| +0.2% | +$3.54K | 1.32% | 15 |
|
|
2015
Q3 | $1.91M | Buy |
22,647
+745
| +3% | +$62.7K | 1.33% | 13 |
|
|
2015
Q2 | $1.97M | Buy |
21,902
+559
| +3% | +$50.2K | 1.39% | 16 |
|
|
2015
Q1 | $1.9M | Buy |
21,343
+2,997
| +16% | +$267K | 1.61% | 13 |
|
|
2014
Q4 | $1.66M | Buy |
18,346
+9,614
| +110% | +$867K | 1.71% | 10 |
|
|
2014
Q3 | $731K | Sell |
8,732
-8,673
| -50% | -$726K | 1.08% | 19 |
|
|
2014
Q2 | $1.45M | Buy |
17,405
+12,280
| +240% | +$1.02M | 2.1% | 9 |
|
|
2014
Q1 | $396K | Buy |
+5,125
| New | +$396K | 1.35% | 19 |
|