Lido Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
4,688
| – | – | ﹤0.01% | 958 |
|
|
2025
Q1 | $529K | Sell |
4,688
-815
| -15% | -$92K | ﹤0.01% | 934 |
|
|
2024
Q4 | $608K | Buy |
5,503
+4
| +0.1% | +$442 | ﹤0.01% | 866 |
|
|
2024
Q3 | $571K | Buy |
5,499
+3
| +0.1% | +$312 | ﹤0.01% | 826 |
|
|
2024
Q2 | $520K | Buy |
5,496
+123
| +2% | +$11.6K | ﹤0.01% | 825 |
|
|
2024
Q1 | $514K | Sell |
5,373
-21
| -0.4% | -$2.01K | ﹤0.01% | 812 |
|
|
2023
Q4 | $461K | Sell |
5,394
-29
| -0.5% | -$2.48K | ﹤0.01% | 801 |
|
|
2023
Q3 | $405K | Buy |
5,423
+1,971
| +57% | +$147K | ﹤0.01% | 721 |
|
|
2023
Q2 | $258K | Sell |
3,452
-1,965
| -36% | -$147K | ﹤0.01% | 904 |
|
|
2023
Q1 | $385K | Buy |
5,417
+1,038
| +24% | +$73.8K | ﹤0.01% | 718 |
|
|
2022
Q4 | $331K | Sell |
4,379
-3
| -0.1% | -$226 | ﹤0.01% | 683 |
|
|
2022
Q3 | $296K | Sell |
4,382
-1,348
| -24% | -$91.1K | ﹤0.01% | 668 |
|
|
2022
Q2 | $400K | Sell |
5,730
-489
| -8% | -$34.1K | 0.01% | 534 |
|
|
2022
Q1 | $525K | Buy |
6,219
+573
| +10% | +$48.4K | 0.01% | 522 |
|
|
2021
Q4 | $489K | Sell |
5,646
-537
| -9% | -$46.5K | 0.01% | 545 |
|
|
2021
Q3 | $510K | Buy |
6,183
+9
| +0.1% | +$742 | 0.01% | 513 |
|
|
2021
Q2 | $500K | Sell |
6,174
-345
| -5% | -$27.9K | 0.01% | 466 |
|
|
2021
Q1 | $488K | Buy |
6,519
+7
| +0.1% | +$524 | 0.01% | 443 |
|
|
2020
Q4 | $434K | Buy |
6,512
+3,011
| +86% | +$201K | 0.01% | 456 |
|
|
2020
Q3 | $397K | Sell |
3,501
-192
| -5% | -$21.8K | 0.01% | 375 |
|
|
2020
Q2 | $407K | Sell |
3,693
-299
| -7% | -$33K | 0.01% | 334 |
|
|
2020
Q1 | $388K | Sell |
3,992
-334
| -8% | -$32.5K | 0.02% | 336 |
|
|
2019
Q4 | $596K | Buy |
4,326
+1,319
| +44% | +$182K | 0.02% | 304 |
|
|
2019
Q3 | $387K | Buy |
3,007
+198
| +7% | +$25.5K | 0.02% | 347 |
|
|
2019
Q2 | $352K | Buy |
2,809
+103
| +4% | +$12.9K | 0.02% | 350 |
|
|
2019
Q1 | $319K | Buy |
2,706
+68
| +3% | +$8.02K | 0.02% | 342 |
|
|
2018
Q4 | $280K | Sell |
2,638
-35
| -1% | -$3.72K | 0.03% | 307 |
|
|
2018
Q3 | $325K | Sell |
2,673
-47,408
| -95% | -$5.76M | 0.03% | 301 |
|
|
2018
Q2 | $5.87M | Buy |
50,081
+5,377
| +12% | +$630K | 0.67% | 25 |
|
|
2018
Q1 | $5.27M | Buy |
44,704
+3,051
| +7% | +$359K | 0.72% | 25 |
|
|
2017
Q4 | $4.97M | Buy |
41,653
+1,256
| +3% | +$150K | 0.71% | 19 |
|
|
2017
Q3 | $4.63M | Buy |
+40,397
| New | +$4.63M | 0.74% | 18 |
|