LRI Investments’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
4,343
| – | – | 0.04% | 173 |
|
|
2025
Q1 | $490K | Hold |
4,343
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $480K | Hold |
4,343
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $499K | Buy |
4,343
+3,211
| +284% | +$369K | 0.05% | 148 |
|
|
2024
Q2 | $107K | Hold |
1,132
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $108K | Buy |
+1,132
| New | +$108K | 0.03% | 193 |
|