Larson Financial Group’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 | $373K | Buy |
3,079
+184
| +6% | +$22.3K | 0.01% | 512 |
|
|
2025
Q1 | $327K | Buy |
2,895
+102
| +4% | +$11.5K | 0.02% | 500 |
|
|
2024
Q4 | $309K | Buy |
2,793
+25
| +0.9% | +$2.77K | 0.02% | 467 |
|
|
2024
Q3 | $288K | Buy |
2,768
+145
| +6% | +$15.1K | 0.02% | 480 |
|
|
2024
Q2 | $248K | Buy |
2,623
+124
| +5% | +$11.7K | 0.02% | 406 |
|
|
2024
Q1 | $239K | Buy |
2,499
+70
| +3% | +$6.7K | 0.02% | 359 |
|
|
2023
Q4 | $207K | Buy |
2,429
+121
| +5% | +$10.3K | 0.02% | 345 |
|
|
2023
Q3 | $173K | Buy |
2,308
+275
| +14% | +$20.6K | 0.02% | 353 |
|
|
2023
Q2 | $152K | Buy |
2,033
+57
| +3% | +$4.25K | 0.02% | 361 |
|
|
2023
Q1 | $141K | Buy |
1,976
+95
| +5% | +$6.76K | 0.02% | 371 |
|
|
2022
Q4 | $142K | Sell |
1,881
-66
| -3% | -$4.98K | 0.02% | 348 |
|
|
2022
Q3 | $132K | Buy |
1,947
+1,922
| +7,688% | +$130K | 0.02% | 323 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1038 |
|