Lido Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $571K | Buy |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $596K | Buy |
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|
2019
Q3 | $387K | Buy |
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|
2019
Q2 | $352K | Buy |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $5.87M | Buy |
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|
2018
Q1 | $5.27M | Buy |
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|
2017
Q4 | $4.97M | Buy |
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|
2017
Q3 | $4.63M | Buy |
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