MAWCM
Mine & Arao Wealth Creation & Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-728
| Closed | -$69.6K | – | 227 |
|
|
2024
Q1 | $69.6K | Buy |
728
+3
| +0.4% | +$287 | 0.03% | 130 |
|
|
2023
Q4 | $61.9K | Buy |
725
+7
| +1% | +$598 | 0.03% | 133 |
|
|
2023
Q3 | $53.7K | Sell |
718
-38
| -5% | -$2.84K | 0.03% | 132 |
|
|
2023
Q2 | $56.4K | Buy |
756
+3
| +0.4% | +$224 | 0.03% | 136 |
|
|
2023
Q1 | $53.6K | Buy |
753
+4
| +0.5% | +$285 | 0.03% | 138 |
|
|
2022
Q4 | $56.6K | Buy |
749
+7
| +0.9% | +$529 | 0.04% | 132 |
|
|
2022
Q3 | $50K | Hold |
742
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $52K | Buy |
742
+3
| +0.4% | +$210 | 0.04% | 136 |
|
|
2022
Q1 | $62K | Buy |
739
+3
| +0.4% | +$252 | 0.04% | 134 |
|
|
2021
Q4 | $64K | Buy |
736
+6
| +0.8% | +$522 | 0.04% | 135 |
|
|
2021
Q3 | $60K | Hold |
730
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $59K | Buy |
730
+4
| +0.6% | +$323 | 0.04% | 136 |
|
|
2021
Q1 | $54K | Hold |
726
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $48K | Buy |
726
+364
| +101% | +$24.1K | 0.03% | 132 |
|
|
2020
Q3 | $41K | Buy |
362
+2
| +0.6% | +$227 | 0.03% | 127 |
|
|
2020
Q2 | $40K | Buy |
360
+4
| +1% | +$444 | 0.04% | 124 |
|
|
2020
Q1 | $35K | Hold |
356
| – | – | 0.04% | 121 |
|
|
2019
Q4 | $49K | Buy |
+356
| New | +$49K | 0.05% | 125 |
|