Meridian Wealth 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 | $695K | Sell |
5,742
-59
| -1% | -$7.14K | 0.03% | 382 |
|
|
2025
Q1 | $655K | Buy |
5,801
+2,541
| +78% | +$287K | 0.03% | 364 |
|
|
2024
Q4 | $360K | Sell |
3,260
-215
| -6% | -$23.8K | 0.02% | 483 |
|
|
2024
Q3 | $361K | Buy |
+3,475
| New | +$361K | 0.02% | 484 |
|
|
2024
Q2 | – | Sell |
-3,555
| Closed | -$340K | – | 429 |
|
|
2024
Q1 | $340K | Sell |
3,555
-230
| -6% | -$22K | 0.06% | 166 |
|
|
2023
Q4 | $323K | Sell |
3,785
-3,769
| -50% | -$322K | 0.02% | 486 |
|
|
2023
Q3 | $565K | Buy |
7,554
+3,782
| +100% | +$283K | 0.03% | 343 |
|
|
2023
Q2 | $281K | Buy |
3,772
+11
| +0.3% | +$821 | 0.02% | 451 |
|
|
2023
Q1 | $268K | Sell |
3,761
-7
| -0.2% | -$498 | 0.02% | 449 |
|
|
2022
Q4 | $284K | Buy |
3,768
+25
| +0.7% | +$1.89K | 0.03% | 429 |
|
|
2022
Q3 | $253K | Sell |
3,743
-57
| -2% | -$3.85K | 0.03% | 404 |
|
|
2022
Q2 | $266K | Buy |
3,800
+842
| +28% | +$58.9K | 0.02% | 456 |
|
|
2022
Q1 | $250K | Sell |
2,958
-194
| -6% | -$16.4K | 0.03% | 342 |
|
|
2021
Q4 | $273K | Sell |
3,152
-235
| -7% | -$20.4K | 0.03% | 333 |
|
|
2021
Q3 | $280K | Sell |
3,387
-50
| -1% | -$4.13K | 0.03% | 316 |
|
|
2021
Q2 | $279K | Buy |
3,437
+434
| +14% | +$35.2K | 0.04% | 314 |
|
|
2021
Q1 | $225K | Buy |
+3,003
| New | +$225K | 0.03% | 324 |
|
|
2020
Q1 | – | Sell |
-2,974
| Closed | -$204K | – | 229 |
|
|
2019
Q4 | $204K | Buy |
+2,974
| New | +$204K | 0.1% | 191 |
|
|
2019
Q3 | – | Sell |
-3,362
| Closed | -$2.11K | – | 348 |
|
|
2019
Q2 | $2.11K | Buy |
+3,362
| New | +$2.11K | 0.09% | 196 |
|
|
2018
Q3 | – | Sell |
-3,428
| Closed | -$201K | – | 182 |
|
|
2018
Q2 | $201K | Sell |
3,428
-100
| -3% | -$5.86K | 0.09% | 178 |
|
|
2018
Q1 | $208K | Buy |
3,528
+2
| +0.1% | +$118 | 0.1% | 170 |
|
|
2017
Q4 | $204K | Buy |
+3,526
| New | +$204K | 0.13% | 163 |
|
|
2017
Q2 | – | Sell |
-4,884
| Closed | -$254K | – | 172 |
|
|
2017
Q1 | $254K | Buy |
+4,884
| New | +$254K | 0.15% | 136 |
|