Mariner Independent Advisor Network’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $815K | Sell |
12,067
-720
| -6% | -$48.6K | 0.04% | 409 |
|
2022
Q2 | $895K | Sell |
12,787
-670
| -5% | -$46.9K | 0.04% | 389 |
|
2022
Q1 | $1.14M | Buy |
13,457
+712
| +6% | +$60.2K | 0.04% | 345 |
|
2021
Q4 | $1.11M | Buy |
12,745
+1,568
| +14% | +$136K | 0.05% | 317 |
|
2021
Q3 | $922K | Buy |
11,177
+225
| +2% | +$18.6K | 0.05% | 341 |
|
2021
Q2 | $888K | Buy |
+10,952
| New | +$888K | 0.04% | 354 |
|