Litman Gregory Wealth Management’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
Q4 | $64.7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $30K | Buy |
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