Kovitz Investment Group Partners
IYF icon

Kovitz Investment Group Partners’s iShares US Financials ETF IYF Stock Holding History

Kovitz Investment Group Partners’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.06M Buy
25,311
+23,434
+1,248% +$2.84M 0.01% 532
2025
Q1 		$212K Sell
1,877
-65
-3% -$7.34K ﹤0.01% 1156
2024
Q4 		$215K Sell
1,942
-22
-1% -$2.43K ﹤0.01% 1141
2024
Q3 		$204K Buy
+1,964
New +$204K ﹤0.01% 944