Moloney Securities Asset 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 | $491K | Sell |
4,062
-489
| -11% | -$59.2K | 0.06% | 271 |
|
|
2025
Q1 | $514K | Sell |
4,551
-80,799
| -95% | -$9.12M | 0.07% | 248 |
|
|
2024
Q4 | $9.44M | Buy |
85,350
+3,077
| +4% | +$340K | 1.27% | 11 |
|
|
2024
Q3 | $8.55M | Buy |
82,273
+1,995
| +2% | +$207K | 1.15% | 11 |
|
|
2024
Q2 | $7.59M | Buy |
80,278
+37,205
| +86% | +$3.52M | 1.1% | 15 |
|
|
2024
Q1 | $4.12M | Buy |
+43,073
| New | +$4.12M | 0.62% | 38 |
|
|
2021
Q4 | – | Sell |
-43,243
| Closed | -$3.57M | – | 463 |
|
|
2021
Q3 | $3.57M | Buy |
43,243
+164
| +0.4% | +$13.5K | 0.65% | 37 |
|
|
2021
Q2 | $3.49M | Buy |
+43,079
| New | +$3.49M | 0.64% | 43 |
|