LPL Financial’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 | $65.9M | Sell |
560,433
-53,820
| -9% | -$6.68M | 0.02% | 785 |
|
|
2025
Q4 | $79.2M | Sell |
614,253
-95,369
| -13% | -$11.9M | 0.02% | 655 |
|
|
2025
Q3 | $89.9M | Buy |
709,622
+14,594
| +2% | +$1.81M | 0.03% | 567 |
|
|
2025
Q2 | $84.1M | Sell |
695,028
-47,898
| -6% | -$5.4M | 0.03% | 546 |
|
|
2025
Q1 | $83.8M | Buy |
742,926
+64,448
| +9% | +$7.38M | 0.03% | 485 |
|
|
2024
Q4 | $75M | Buy |
678,478
+171,559
| +34% | +$19.1M | 0.03% | 485 |
|
|
2024
Q3 | $52.7M | Buy |
506,919
+31,027
| +7% | +$3.11M | 0.02% | 591 |
|
|
2024
Q2 | $45M | Buy |
475,892
+82,599
| +21% | +$7.73M | 0.02% | 600 |
|
|
2024
Q1 | $37.6M | Buy |
393,293
+44,130
| +13% | +$3.93M | 0.02% | 653 |
|
|
2023
Q4 | $29.8M | Sell |
349,163
-32,068
| -8% | -$2.5M | 0.02% | 704 |
|
|
2023
Q3 | $28.5M | Buy |
381,231
+18,030
| +5% | +$1.39M | 0.02% | 656 |
|
|
2023
Q2 | $27.1M | Sell |
363,201
-13,938
| -4% | -$1M | 0.02% | 664 |
|
|
2023
Q1 | $26.8M | Sell |
377,139
-5,857
| -2% | -$450K | 0.02% | 638 |
|
|
2022
Q4 | $28.9M | Sell |
382,996
-45,919
| -11% | -$3.44M | 0.02% | 559 |
|
|
2022
Q3 | $29M | Sell |
428,915
-54,318
| -11% | -$4M | 0.03% | 504 |
|
|
2022
Q2 | $33.8M | Buy |
483,233
+36,028
| +8% | +$2.75M | 0.03% | 445 |
|
|
2022
Q1 | $37.8M | Buy |
447,205
+56,893
| +15% | +$4.9M | 0.03% | 431 |
|
|
2021
Q4 | $33.8M | Buy |
390,312
+26,262
| +7% | +$2.29M | 0.03% | 475 |
|
|
2021
Q3 | $30.1M | Buy |
364,050
+9,577
| +3% | +$795K | 0.03% | 475 |
|
|
2021
Q2 | $28.7M | Buy |
354,473
+89,898
| +34% | +$7.23M | 0.03% | 465 |
|
|
2021
Q1 | $19.8M | Buy |
264,575
+24,412
| +10% | +$1.74M | 0.02% | 555 |
|
|
2020
Q4 | $16M | Sell |
240,163
-3,621
| -1% | -$223K | 0.02% | 554 |
|
|
2020
Q3 | $13.8M | Sell |
243,784
-34,842
| -13% | -$2M | 0.02% | 515 |
|
|
2020
Q2 | $15.3M | Sell |
278,626
-3,392
| -1% | -$181K | 0.03% | 450 |
|
|
2020
Q1 | $13.7M | Sell |
282,018
-149,646
| -35% | -$9.47M | 0.03% | 406 |
|
|
2019
Q4 | $29.7M | Buy |
431,664
+115,888
| +37% | +$7.69M | 0.05% | 278 |
|
|
2019
Q3 | $20.3M | Sell |
315,776
-33,134
| -9% | -$2.11M | 0.04% | 331 |
|
|
2019
Q2 | $21.9M | Buy |
348,910
+4,266
| +1% | +$263K | 0.05% | 302 |
|
|
2019
Q1 | $20.4M | Sell |
344,644
-11,294
| -3% | -$656K | 0.05% | 308 |
|
|
2018
Q4 | $18.9M | Sell |
355,938
-17,026
| -5% | -$976K | 0.05% | 290 |
|
|
2018
Q3 | $22.7M | Buy |
372,964
+640
| +0.2% | +$39.2K | 0.05% | 275 |
|
|
2018
Q2 | $21.8M | Sell |
372,324
-31,990
| -8% | -$1.9M | 0.06% | 264 |
|
|
2018
Q1 | $23.8M | Buy |
404,314
+51,700
| +15% | +$3.14M | 0.07% | 238 |
|
|
2017
Q4 | $21.1M | Buy |
352,614
+81,464
| +30% | +$4.73M | 0.06% | 242 |
|
|
2017
Q3 | $15.2M | Buy |
271,150
+15,822
| +6% | +$863K | 0.05% | 281 |
|
|
2017
Q2 | $13.7M | Sell |
255,328
-49,152
| -16% | -$2.57M | 0.05% | 296 |
|
|
2017
Q1 | $15.8M | Sell |
304,480
-78,234
| -20% | -$4.08M | 0.11% | 158 |
|
|
2016
Q4 | $19.6M | Buy |
382,714
+45,118
| +13% | +$2.15M | 0.15% | 113 |
|
|
2016
Q3 | $15.1M | Buy |
337,596
+204,322
| +153% | +$9.16M | 0.14% | 127 |
|
|
2016
Q2 | $5.65M | Sell |
133,274
-166,048
| -55% | -$7.18M | 0.05% | 334 |
|
|
2016
Q1 | $12.5M | Sell |
299,322
-586,708
| -66% | -$23.8M | 0.03% | 377 |
|
|
2015
Q4 | $38.6M | Buy |
886,030
+715,124
| +418% | +$31.9M | 0.11% | 174 |
|
|
2015
Q3 | $7.36M | Sell |
170,906
-305,686
| -64% | -$13.6M | 0.04% | 349 |
|
|
2015
Q2 | $21.6M | Buy |
476,592
+331,388
| +228% | +$15M | 0.11% | 179 |
|
|
2015
Q1 | $6.46M | Sell |
145,204
-12,598
| -8% | -$560K | 0.03% | 422 |
|
|
2014
Q4 | $7.12M | Sell |
157,802
-552,874
| -78% | -$24M | 0.04% | 372 |
|
|
2014
Q3 | $29.4M | Buy |
710,676
+579,878
| +443% | +$24.3M | 0.18% | 123 |
|
|
2014
Q2 | $5.44M | Buy |
130,798
+1,974
| +2% | +$80.2K | 0.03% | 443 |
|
|
2014
Q1 | $5.27M | Sell |
128,824
-4,384
| -3% | -$175K | 0.03% | 424 |
|
|
2013
Q4 | $5.34M | Buy |
133,208
+10,980
| +9% | +$423K | 0.03% | 421 |
|
|
2013
Q3 | $4.59M | Buy |
122,228
+18,800
| +18% | +$697K | 0.03% | 446 |
|
|
2013
Q2 | $3.7M | Buy |
+103,428
| New | +$3.65M | 0.03% | 480 |
|
Other funds holding IYF
PF
PCH
