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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $786K | Sell |
6,676
-3,822
| -36% | -$474K | ﹤0.01% | 1076 |
|
|
2025
Q4 | $1.34M | Buy |
10,498
+4,142
| +65% | +$518K | 0.01% | 869 |
|
|
2025
Q3 | $805K | Buy |
6,356
+1,668
| +36% | +$206K | ﹤0.01% | 1046 |
|
|
2025
Q2 | $567K | Hold |
4,688
| – | – | ﹤0.01% | 1066 |
|
|
2025
Q1 | $529K | Sell |
4,688
-815
| -15% | -$93.3K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $608K | Buy |
5,503
+4
| +0.1% | +$445 | ﹤0.01% | 944 |
|
|
2024
Q3 | $571K | Buy |
5,499
+3
| +0.1% | +$301 | ﹤0.01% | 914 |
|
|
2024
Q2 | $520K | Buy |
5,496
+123
| +2% | +$11.5K | ﹤0.01% | 914 |
|
|
2024
Q1 | $514K | Sell |
5,373
-21
| -0.4% | -$1.87K | ﹤0.01% | 894 |
|
|
2023
Q4 | $461K | Sell |
5,394
-29
| -0.5% | -$2.26K | ﹤0.01% | 887 |
|
|
2023
Q3 | $405K | Buy |
5,423
+1,971
| +57% | +$152K | ﹤0.01% | 804 |
|
|
2023
Q2 | $258K | Sell |
3,452
-1,965
| -36% | -$142K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $385K | Buy |
5,417
+1,038
| +24% | +$79.8K | 0.01% | 790 |
|
|
2022
Q4 | $331K | Sell |
4,379
-3
| -0.1% | -$225 | 0.01% | 761 |
|
|
2022
Q3 | $296K | Sell |
4,382
-1,348
| -24% | -$99.3K | 0.01% | 755 |
|
|
2022
Q2 | $400K | Sell |
5,730
-489
| -8% | -$37.3K | 0.01% | 613 |
|
|
2022
Q1 | $525K | Buy |
6,219
+573
| +10% | +$49.3K | 0.01% | 588 |
|
|
2021
Q4 | $489K | Sell |
5,646
-537
| -9% | -$46.8K | 0.01% | 621 |
|
|
2021
Q3 | $510K | Buy |
6,183
+9
| +0.1% | +$747 | 0.01% | 589 |
|
|
2021
Q2 | $500K | Sell |
6,174
-345
| -5% | -$27.7K | 0.01% | 548 |
|
|
2021
Q1 | $488K | Buy |
6,519
+7
| +0.1% | +$498 | 0.01% | 506 |
|
|
2020
Q4 | $434K | Sell |
6,512
-490
| -7% | -$30.2K | 0.01% | 516 |
|
|
2020
Q3 | $397K | Sell |
7,002
-384
| -5% | -$22K | 0.02% | 424 |
|
|
2020
Q2 | $407K | Sell |
7,386
-598
| -7% | -$31.9K | 0.02% | 381 |
|
|
2020
Q1 | $388K | Sell |
7,984
-668
| -8% | -$42.3K | 0.03% | 376 |
|
|
2019
Q4 | $596K | Buy |
8,652
+2,638
| +44% | +$175K | 0.03% | 345 |
|
|
2019
Q3 | $387K | Buy |
6,014
+396
| +7% | +$25.2K | 0.03% | 393 |
|
|
2019
Q2 | $352K | Buy |
5,618
+206
| +4% | +$12.7K | 0.03% | 387 |
|
|
2019
Q1 | $319K | Buy |
5,412
+136
| +3% | +$7.9K | 0.03% | 374 |
|
|
2018
Q4 | $280K | Sell |
5,276
-70
| -1% | -$4.01K | 0.04% | 330 |
|
|
2018
Q3 | $325K | Sell |
5,346
-94,816
| -95% | -$5.81M | 0.04% | 320 |
|
|
2018
Q2 | $5.87M | Buy |
100,162
+10,754
| +12% | +$640K | 0.89% | 28 |
|
|
2018
Q1 | $5.27M | Buy |
89,408
+6,102
| +7% | +$370K | 0.91% | 28 |
|
|
2017
Q4 | $4.97M | Buy |
83,306
+2,512
| +3% | +$146K | 0.81% | 22 |
|
|
2017
Q3 | $4.63M | Buy |
+80,794
| New | +$4.41M | 0.79% | 21 |
|
Other funds holding IYF
PF
PCH
