MMBG Investment 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 | $1.9M | Hold |
15,701
| – | – | 0.19% | 62 |
|
|
2025
Q1 | $1.77M | Hold |
15,701
| – | – | 0.2% | 70 |
|
|
2024
Q4 | $1.74M | Sell |
15,701
-1,165
| -7% | -$129K | 0.18% | 67 |
|
|
2024
Q3 | $1.75M | Sell |
16,866
-734
| -4% | -$76.3K | 0.18% | 71 |
|
|
2024
Q2 | $1.66M | Hold |
17,600
| – | – | 0.18% | 70 |
|
|
2024
Q1 | $1.68M | Hold |
17,600
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $1.5M | Hold |
17,600
| – | – | 0.18% | 74 |
|
|
2023
Q3 | $1.32M | Hold |
17,600
| – | – | 0.17% | 76 |
|
|
2023
Q2 | $1.28M | Hold |
17,600
| – | – | 0.16% | 76 |
|
|
2023
Q1 | $1.25M | Hold |
17,600
| – | – | 0.16% | 78 |
|
|
2022
Q4 | $1.33M | Hold |
17,600
| – | – | 0.18% | 78 |
|
|
2022
Q3 | $1.19M | Hold |
17,600
| – | – | 0.16% | 80 |
|
|
2022
Q2 | $1.23M | Hold |
17,600
| – | – | 0.15% | 80 |
|
|
2022
Q1 | $1.49M | Hold |
17,600
| – | – | 0.16% | 76 |
|
|
2021
Q4 | $1.53M | Buy |
+17,600
| New | +$1.53M | 0.15% | 76 |
|