MAI Capital Management’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 | $1.4M | Sell |
11,574
-1,075
| -8% | -$130K | 0.01% | 553 |
|
|
2025
Q1 | $1.43M | Sell |
12,649
-153
| -1% | -$17.3K | 0.01% | 535 |
|
|
2024
Q4 | $1.42M | Buy |
12,802
+75
| +0.6% | +$8.29K | 0.01% | 534 |
|
|
2024
Q3 | $1.32M | Buy |
12,727
+18
| +0.1% | +$1.87K | 0.01% | 468 |
|
|
2024
Q2 | $1.2M | Buy |
12,709
+41
| +0.3% | +$3.88K | 0.01% | 532 |
|
|
2024
Q1 | $1.21M | Sell |
12,668
-773
| -6% | -$73.9K | 0.01% | 499 |
|
|
2023
Q4 | $1.15M | Buy |
13,441
+1,096
| +9% | +$93.6K | 0.02% | 425 |
|
|
2023
Q3 | $923K | Buy |
+12,345
| New | +$923K | 0.01% | 440 |
|