MGO One Seven’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 | $400K | Buy |
3,310
+535
| +19% | +$64.7K | 0.01% | 792 |
|
|
2025
Q1 | $313K | Sell |
2,775
-902
| -25% | -$102K | 0.01% | 800 |
|
|
2024
Q4 | $407K | Buy |
3,677
+1,017
| +38% | +$112K | 0.02% | 704 |
|
|
2024
Q3 | $276K | Buy |
2,660
+95
| +4% | +$9.87K | 0.01% | 792 |
|
|
2024
Q2 | $243K | Sell |
2,565
-135
| -5% | -$12.8K | 0.01% | 845 |
|
|
2024
Q1 | $258K | Sell |
2,700
-140
| -5% | -$13.4K | 0.01% | 771 |
|
|
2023
Q4 | $243K | Buy |
+2,840
| New | +$243K | 0.01% | 767 |
|
|
2023
Q1 | – | Sell |
-3,612
| Closed | -$273K | – | 885 |
|
|
2022
Q4 | $273K | Sell |
3,612
-169
| -4% | -$12.8K | 0.03% | 584 |
|
|
2022
Q3 | $255 | Buy |
3,781
+722
| +24% | +$49 | 0.01% | 587 |
|
|
2022
Q2 | $214K | Sell |
3,059
-370
| -11% | -$25.9K | 0.03% | 559 |
|
|
2022
Q1 | $290K | Buy |
3,429
+200
| +6% | +$16.9K | 0.03% | 513 |
|
|
2021
Q4 | $280K | Buy |
+3,229
| New | +$280K | 0.03% | 520 |
|
|
2019
Q1 | – | Sell |
-1,620
| Closed | -$86K | – | 1032 |
|
|
2018
Q4 | $86K | Buy |
+1,620
| New | +$86K | 0.04% | 502 |
|
|
2018
Q1 | $125K | Hold |
2,120
| – | – | 0.06% | 376 |
|
|
2017
Q4 | $127K | Buy |
+2,120
| New | +$127K | 0.06% | 380 |
|