Mercer Global Advisors’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 | $1.24M | Buy |
10,230
+1,005
| +11% | +$122K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $1.04M | Sell |
9,225
-2,039
| -18% | -$230K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $1.25M | Sell |
11,264
-4,520
| -29% | -$500K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $1.63M | Buy |
15,784
+917
| +6% | +$94.6K | ﹤0.01% | 833 |
|
|
2024
Q2 | $1.41M | Sell |
14,867
-2,271
| -13% | -$215K | ﹤0.01% | 827 |
|
|
2024
Q1 | $1.64M | Buy |
17,138
+1,246
| +8% | +$119K | ﹤0.01% | 779 |
|
|
2023
Q4 | $1.36M | Buy |
15,892
+1,539
| +11% | +$131K | ﹤0.01% | 858 |
|
|
2023
Q3 | $1.07M | Buy |
14,353
+180
| +1% | +$13.5K | ﹤0.01% | 917 |
|
|
2023
Q2 | $1.06M | Sell |
14,173
-8,244
| -37% | -$615K | ﹤0.01% | 932 |
|
|
2023
Q1 | $1.6M | Buy |
22,417
+759
| +4% | +$54K | 0.01% | 747 |
|
|
2022
Q4 | $1.64M | Buy |
21,658
+15,314
| +241% | +$1.16M | 0.01% | 738 |
|
|
2022
Q3 | $429K | Sell |
6,344
-2,188
| -26% | -$148K | ﹤0.01% | 1204 |
|
|
2022
Q2 | $597K | Buy |
8,532
+820
| +11% | +$57.4K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $652K | Buy |
7,712
+2,136
| +38% | +$181K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $483K | Buy |
5,576
+376
| +7% | +$32.6K | ﹤0.01% | 1225 |
|
|
2021
Q3 | $429K | Buy |
5,200
+1,382
| +36% | +$114K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $309K | Buy |
3,818
+1,108
| +41% | +$89.7K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $203K | Buy |
+2,710
| New | +$203K | ﹤0.01% | 1474 |
|