Modera 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 | $633K | Buy |
5,235
+25
| +0.5% | +$3.03K | 0.01% | 405 |
|
|
2025
Q1 | $588K | Hold |
5,210
| – | – | 0.01% | 402 |
|
|
2024
Q4 | $576K | Hold |
5,210
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $541K | Hold |
5,210
| – | – | 0.01% | 396 |
|
|
2024
Q2 | $493K | Sell |
5,210
-200
| -4% | -$18.9K | 0.01% | 395 |
|
|
2024
Q1 | $517K | Hold |
5,410
| – | – | 0.01% | 386 |
|
|
2023
Q4 | $462K | Sell |
5,410
-302
| -5% | -$25.8K | 0.01% | 387 |
|
|
2023
Q3 | $427K | Buy |
5,712
+302
| +6% | +$22.6K | 0.01% | 383 |
|
|
2023
Q2 | $404K | Buy |
+5,410
| New | +$404K | 0.01% | 414 |
|