Laidlaw Wealth Management’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
Q1 | – | Sell |
-5,534
| Closed | -$612K | – | 105 |
|
|
2024
Q4 | $612K | Sell |
5,534
-102
| -2% | -$11.3K | 0.27% | 93 |
|
|
2024
Q3 | $586K | Sell |
5,636
-359
| -6% | -$37.3K | 0.29% | 98 |
|
|
2024
Q2 | $567K | Sell |
5,995
-141
| -2% | -$13.3K | 0.31% | 89 |
|
|
2024
Q1 | $587K | Buy |
6,136
+1,911
| +45% | +$183K | 0.33% | 94 |
|
|
2023
Q4 | $361K | Buy |
4,225
+89
| +2% | +$7.6K | 0.13% | 163 |
|
|
2023
Q3 | $309K | Sell |
4,136
-4,324
| -51% | -$323K | 0.1% | 197 |
|
|
2023
Q2 | $631K | Sell |
8,460
-153
| -2% | -$11.4K | 0.12% | 180 |
|
|
2023
Q1 | $613K | Sell |
8,613
-1,724
| -17% | -$123K | 0.13% | 182 |
|
|
2022
Q4 | $780K | Buy |
10,337
+4,578
| +79% | +$346K | 0.17% | 150 |
|
|
2022
Q3 | $389K | Buy |
5,759
+100
| +2% | +$6.76K | 0.09% | 204 |
|
|
2022
Q2 | $396K | Buy |
5,659
+178
| +3% | +$12.5K | 0.08% | 223 |
|
|
2022
Q1 | $463K | Buy |
5,481
+1,551
| +39% | +$131K | 0.08% | 224 |
|
|
2021
Q4 | $341K | Buy |
+3,930
| New | +$341K | 0.05% | 283 |
|