Modera Wealth Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $665K | Sell |
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|
2025
Q3 | $663K | Hold |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $588K | Hold |
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|
2024
Q4 | $576K | Hold |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $517K | Hold |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $404K | Buy |
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