MAS
Madden Advisory Services’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,846
| Closed | -$3.42M | – | 83 |
|
|
2019
Q4 | $3.42M | Hold |
24,846
| – | – | 2.24% | 15 |
|
|
2019
Q3 | $3.2M | Hold |
24,846
| – | – | 2.28% | 16 |
|
|
2019
Q2 | $3.12M | Sell |
24,846
-30
| -0.1% | -$3.77K | 1.95% | 17 |
|
|
2019
Q1 | $2.94M | Hold |
24,876
| – | – | 1.57% | 21 |
|
|
2018
Q4 | $2.65M | Hold |
24,876
| – | – | 1.6% | 21 |
|
|
2018
Q3 | $3.02M | Hold |
24,876
| – | – | 1.82% | 18 |
|
|
2018
Q2 | $2.92M | Hold |
24,876
| – | – | 1.85% | 17 |
|
|
2018
Q1 | $2.93M | Hold |
24,876
| – | – | 1.78% | 18 |
|
|
2017
Q4 | $2.97M | Sell |
24,876
-839
| -3% | -$100K | 1.79% | 18 |
|
|
2017
Q3 | $2.88M | Hold |
25,715
| – | – | 1.82% | 18 |
|
|
2017
Q2 | $2.76M | Hold |
25,715
| – | – | 1.82% | 19 |
|
|
2017
Q1 | $2.68M | Hold |
25,715
| – | – | 1.73% | 20 |
|
|
2016
Q4 | $2.61M | Hold |
25,715
| – | – | 1.77% | 19 |
|
|
2016
Q3 | $2.31M | Hold |
25,715
| – | – | 1.42% | 23 |
|
|
2016
Q2 | $2.21M | Buy |
25,715
+30
| +0.1% | +$2.58K | 1.37% | 24 |
|
|
2016
Q1 | $2.17M | Hold |
25,685
| – | – | 1.41% | 23 |
|
|
2015
Q4 | $2.27M | Hold |
25,685
| – | – | 1.5% | 22 |
|
|
2015
Q3 | $2.16M | Hold |
25,685
| – | – | 1.42% | 22 |
|
|
2015
Q2 | $2.3M | Hold |
25,685
| – | – | 1.38% | 22 |
|
|
2015
Q1 | $2.29M | Hold |
25,685
| – | – | 1.38% | 23 |
|
|
2014
Q4 | $2.32M | Sell |
25,685
-50
| -0.2% | -$4.51K | 1.32% | 22 |
|
|
2014
Q3 | $2.16M | Hold |
25,735
| – | – | 1.12% | 23 |
|
|
2014
Q2 | $2.14M | Buy |
25,735
+50
| +0.2% | +$4.16K | 1.09% | 23 |
|
|
2014
Q1 | $2.1M | Buy |
25,685
+22,465
| +698% | +$1.84M | 1.15% | 25 |
|
|
2013
Q4 | $258K | Buy |
+3,220
| New | +$258K | 0.19% | 74 |
|