Modern 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 | $364K | Sell |
3,005
-40
| -1% | -$4.84K | 0.01% | 552 |
|
|
2025
Q1 | $344K | Sell |
3,045
-36
| -1% | -$4.06K | 0.01% | 490 |
|
|
2024
Q4 | $341K | Buy |
3,081
+299
| +11% | +$33.1K | 0.01% | 427 |
|
|
2024
Q3 | $289K | Buy |
2,782
+1
| +0% | +$104 | 0.02% | 351 |
|
|
2024
Q2 | $263K | Buy |
2,781
+663
| +31% | +$62.7K | 0.02% | 337 |
|
|
2024
Q1 | $203K | Buy |
+2,118
| New | +$203K | 0.02% | 286 |
|